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 Clearview Wealth Management
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 |
|---|---|---|---|---|---|
| Anne Rita Douglas | Morgan Stanley wirehouse | Clearview Wealth Management independent RIA | Wirehouse to independent RIA | Mar 28, 2024 | Apr 17, 2024 |
| Treven Lindsey Ayers | Mcshane Partners other | Clearview Wealth Management independent RIA | Other | Feb 28, 2013 | Mar 15, 2013 |
| Cheryl J Sherrard | Mcshane Partners other | Clearview Wealth Management independent RIA | Other | Feb 28, 2013 | Mar 15, 2013 |
| William Eric Clark | Mcshane Partners other | Clearview Wealth Management independent RIA | Other | Feb 28, 2013 | Mar 15, 2013 |
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4 moves match.