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 Total Clarity Wealth Management, Inc

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
John J LongCapital Point Financial Group, Ltd. independent RIATotal Clarity Wealth Management, Inc independent RIARIA to RIAJan 8, 2024Dec 21, 2023
Matthew John FountainCapital Point Financial Group, Ltd. independent RIATotal Clarity Wealth Management, Inc independent RIARIA to RIAJan 8, 2024Dec 20, 2023
David William ChadwickCapital Point Financial Group, Ltd. independent RIATotal Clarity Wealth Management, Inc independent RIARIA to RIAJan 8, 2024Dec 20, 2023
Martin John FogartyCapital Point Financial Group, Ltd. independent RIATotal Clarity Wealth Management, Inc independent RIARIA to RIAJan 8, 2024Apr 2, 2024 (85 d)
Brendan Michael KrahlCapital Point Financial Group, Ltd. independent RIATotal Clarity Wealth Management, Inc independent RIARIA to RIAJan 8, 2024Dec 21, 2023
Casey W MossCapital Point Financial Group, Ltd. independent RIATotal Clarity Wealth Management, Inc independent RIARIA to RIAJan 8, 2024Dec 18, 2023
Brendan Richard KaarChoreo, LLC independent RIATotal Clarity Wealth Management, Inc independent RIARIA to RIAFeb 23, 2022Feb 22, 2022
Wayne Joseph PoverCetera Advisor Networks LLC BD affiliatedTotal Clarity Wealth Management, Inc otherOtherOct 25, 2018Nov 17, 2011
David Jenner HubbardCetera Advisor Networks LLC BD affiliatedTotal Clarity Wealth Management, Inc otherOtherOct 20, 2018Jul 8, 2015
Terrance Patrick MurphyCetera Advisor Networks LLC BD affiliatedTotal Clarity Wealth Management, Inc otherOtherOct 5, 2018Apr 12, 2007
Douglas Edward GlickCetera Advisor Networks LLC BD affiliatedTotal Clarity Wealth Management, Inc otherOtherOct 5, 2018Apr 12, 2007
Maria Rutt WilsonCetera Advisor Networks LLC BD affiliatedTotal Clarity Wealth Management, Inc otherOtherOct 4, 2018Feb 10, 2012
Ted L CoonsCetera Advisor Networks LLC BD affiliatedTotal Clarity Wealth Management, Inc otherOtherOct 4, 2018Apr 17, 2007
Brent Daniel FieldsCetera Advisor Networks LLC BD affiliatedTotal Clarity Wealth Management, Inc otherOtherOct 4, 2018Apr 12, 2007
Janis Sue SleeterCetera Advisor Networks LLC BD affiliatedTotal Clarity Wealth Management, Inc otherOtherOct 2, 2018Apr 12, 2007
Thomas CastronovoCetera Advisor Networks LLC otherTotal Clarity Wealth Management, Inc otherOtherJan 22, 2018Feb 3, 2015
Brian Terence AhernCetera Advisor Networks LLC otherTotal Clarity Wealth Management, Inc otherOtherDec 31, 2017Oct 15, 2010
David Adam SleeterCetera Advisor Networks LLC otherTotal Clarity Wealth Management, Inc otherOtherMay 2, 2016Oct 31, 2013
Tom Howard SleeterCetera Advisor Networks LLC otherTotal Clarity Wealth Management, Inc otherOtherDec 31, 2012Apr 12, 2007
Robert C PitonKovitz Investment Group, LLC otherTotal Clarity Wealth Management, Inc independent RIAOtherDec 31, 2005May 5, 2021 (5604 d)
Page 1 of 1
20 moves match.