DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Clearview Investment Partners, 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 |
|---|---|---|---|---|---|
| Gregory Birch Giddings | Stifel, Nicolaus & Company, Incorporated national BD | Clearview Investment Partners, LLC other | Other | Sep 6, 2013 | Jan 10, 2014 (126 d) |
| Ray Matthew Lombardo | UBS Financial Services Inc. wirehouse | Clearview Investment Partners, LLC independent RIA | Wirehouse to independent RIA | Jun 4, 2009 | Sep 18, 2025 (5950 d) |
| Alan Alfredo Flores | UBS Financial Services Inc. wirehouse | Clearview Investment Partners, LLC other | Other | Jun 4, 2009 | May 22, 2009 |
| Kenneth Gordon Hobbs | UBS Financial Services Inc. wirehouse | Clearview Investment Partners, LLC other | Other | May 13, 2009 | May 22, 2009 |
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4 moves match.