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 Clarify 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 |
|---|---|---|---|---|---|
| Jacob Jeffrey Walker | Apollon Wealth Management, LLC independent RIA | Clarify Wealth Management independent RIA | RIA to RIA | Jan 19, 2022 | Feb 7, 2022 |
| Tanner Stepp | LPL Financial LLC independent RIA | Clarify Wealth Management other | Other | May 30, 2018 | Feb 13, 2018 |
| Adam Peter Lisowsky | Strategic Advisers LLC national BD | Clarify Wealth Management other | Other | Jun 19, 2017 | Jul 25, 2017 (36 d) |
| Aubrey Hyde Ramey | LPL Financial LLC other | Clarify Wealth Management other | Other | Oct 29, 2015 | Oct 3, 2014 |
| James G Brandenburgh | LPL Financial LLC other | Clarify Wealth Management other | Other | Oct 28, 2015 | Nov 19, 2014 |
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5 moves match.