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 Clarity Capital Partners

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.

AdvisorFromToTypeLeftRegistered
Blake Andrew Kent BauerJ.P. Morgan Private Wealth Advisors LLC BD affiliatedClarity Capital Partners independent RIAAffiliated broker-dealer or bank to independent RIASep 28, 2023Sep 29, 2023
Ron M. AmirWestern International Securities BD affiliatedClarity Capital Partners independent RIAAffiliated broker-dealer or bank to independent RIAMay 31, 2023Jun 2, 2023
Terry L ThomasonFidelity Personal And Workplace Advisors BD affiliatedClarity Capital Partners independent RIAAffiliated broker-dealer or bank to independent RIADec 7, 2020Feb 5, 2021 (60 d)
Hussein ElgoharyWestpark Capital, Inc. independent RIAClarity Capital Partners independent RIARIA to RIAMar 21, 2019Nov 27, 2018
Kyle William ChapmanErman Retirement Advisory independent RIAClarity Capital Partners independent RIARIA to RIAJul 18, 2018Nov 27, 2018 (132 d)
Chris Alan WaltersGfo Advisory Services, LLC otherClarity Capital Partners independent RIAOtherAug 8, 2017Jul 3, 2019 (694 d)
Rajer I. ChoobakOsaic Wealth, Inc. otherClarity Capital Partners otherOtherFeb 10, 2014Nov 10, 2010
Todd Allen RustmanOsaic Wealth, Inc. otherClarity Capital Partners otherOtherNov 13, 2013Sep 3, 2010
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8 moves match.