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 Claro Advisors 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
Joseph Porter WaitkevichConcord Wealth Partners independent RIAClaro Advisors Inc. independent RIARIA to RIAJun 1, 2026Jun 4, 2026
Brett Darren FrascatiDash Investments independent RIAClaro Advisors Inc. independent RIARIA to RIAApr 10, 2026Jun 11, 2026 (62 d)
Jordan Meurrier PedronNdvr independent RIAClaro Advisors Inc. independent RIARIA to RIAMar 20, 2026Jan 2, 2026
Braden Farley OstenNdvr independent RIAClaro Advisors Inc. independent RIARIA to RIAMar 20, 2026Jan 7, 2026
Anna NicastroPension & Wealth Management Advisors independent RIAClaro Advisors Inc. independent RIARIA to RIAJun 30, 2025Jul 10, 2025
William HeronAmeriprise Financial Services, LLC national BDClaro Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 29, 2025Apr 29, 2025
Nicholas Mannuel DesousaMoneco Advisors independent RIAClaro Advisors Inc. independent RIARIA to RIAJan 31, 2025Feb 3, 2025
Heather Marie CantyTwin Focus Capital Partners, LLC independent RIAClaro Advisors Inc. independent RIARIA to RIAAug 19, 2024Oct 9, 2024 (51 d)
Brandon Thomas FrancoMorgan Stanley wirehouseClaro Advisors Inc. independent RIAWirehouse to independent RIAJul 30, 2024Aug 2, 2024
Rex Austin BergerFocus Partners Wealth, LLC independent RIAClaro Advisors Inc. independent RIARIA to RIAApr 4, 2023Feb 15, 2023
Jared Joseph GagneMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseClaro Advisors Inc. independent RIAWirehouse to independent RIANov 15, 2022Nov 17, 2022
Michael John CooneyMorgan Stanley wirehouseClaro Advisors Inc. independent RIAWirehouse to independent RIASep 28, 2022Jan 3, 2023 (97 d)
Samuel Joseph DiarbakerlyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseClaro Advisors Inc. independent RIAWirehouse to independent RIAFeb 23, 2022Feb 15, 2022
Brandon FinkEquitable Advisors, LLC national BDClaro Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 22, 2021Sep 20, 2021
Patrick Alfred McnamaraMorgan Stanley wirehouseClaro Advisors Inc. independent RIAWirehouse to independent RIANov 8, 2019Nov 21, 2019
Paul M LitchfieldFerris Capital, LLC otherClaro Advisors Inc. independent RIAOtherNov 9, 2017Mar 26, 2018 (137 d)
James William AbbottWells Fargo Advisors wirehouseClaro Advisors Inc. otherOtherOct 9, 2017Oct 16, 2017
Michael Edward MullinMem Capital Advisors unclassifiedClaro Advisors Inc. otherOtherDec 31, 2016Nov 23, 2016
Stilson Noriyoshi TomitaLPL Financial LLC otherClaro Advisors Inc. otherOtherDec 7, 2016Nov 22, 2016
Jennifer Collier StreetCorby Asset Management otherClaro Advisors Inc. otherOtherSep 11, 2014Jul 1, 2014
Dana Christian RowenMorgan Stanley wirehouseClaro Advisors Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 16, 2012Feb 10, 2012
Ryan Scott BelangerMorgan Stanley wirehouseClaro Advisors Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 14, 2012Jan 27, 2012
Jeffrey K CoreyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseClaro Advisors Inc. independent RIAWirehouse to independent RIANov 23, 2011Apr 4, 2018 (2324 d)
Michael John KurkulonisMorgan Stanley Dw Inc. unclassifiedClaro Advisors Inc. otherOtherJun 12, 2006Sep 26, 2012 (2298 d)
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24 moves match.