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 Clear Rock Advisors, 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 |
|---|---|---|---|---|---|
| Corey Bryant Long | Polaris Wealth Advisory Group independent RIA | Clear Rock Advisors, LLC independent RIA | RIA to RIA | Dec 23, 2020 | Dec 22, 2020 |
| Royce Glenn Itschner | Massey Itschner & Company, P.C. unclassified | Clear Rock Advisors, LLC independent RIA | Other | Mar 30, 2020 | Nov 27, 2019 |
| Royce Wesley Medlin | Lazard Asset Management LLC other | Clear Rock Advisors, LLC no RAUM | Other | Apr 5, 2016 | Mar 3, 2016 |
| Charles Ferrell Hall | Matterhorn Capital Management, LLC other | Clear Rock Advisors, LLC no RAUM | Other | Feb 1, 2016 | Feb 19, 2016 |
| William Tennyson Sanders | Matterhorn Capital Management, LLC other | Clear Rock Advisors, LLC no RAUM | Other | Dec 21, 2015 | Feb 19, 2016 (60 d) |
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5 moves match.