DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Clearwater Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Garrett Evan Cudahey | Government Portfolio Advisors LLC institutional | Clearwater Advisors, LLC other | Other | Jan 8, 2024 | Feb 7, 2024 |
| Matthew Jared Peterson | Strategic Advisers LLC national BD | Clearwater Advisors, LLC other | Other | Jan 26, 2017 | Feb 6, 2017 |
| Rhet Nmn Hulbert | Sawtooth Investment Management LLC unclassified | Clearwater Advisors, LLC other | Other | Apr 14, 2010 | Oct 30, 2006 |
| Joshua Lee Hoisington | Marathon Advisors, Inc unclassified | Clearwater Advisors, LLC other | Other | Oct 22, 2007 | Mar 1, 2011 (1226 d) |
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4 moves match.