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 Clark Asset Management, 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.

AdvisorFromToTypeLeftRegistered
Erin Pember McclainCoastal Wealth Management independent RIAClark Asset Management, LLC independent RIARIA to RIAFeb 2, 2026Apr 10, 2026 (67 d)
Gregory Joseph BakerCharles Schwab & Co., Inc. national BDClark Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 3, 2025Sep 17, 2025 (45 d)
Ryan Patrick MackCapstone Capital Wealth Advisors independent RIAClark Asset Management, LLC independent RIARIA to RIAMar 6, 2025Apr 22, 2025 (47 d)
Christopher Sean BrownMariner Independent independent RIAClark Asset Management, LLC independent RIARIA to RIAAug 5, 2024Aug 8, 2024
Kary Jean MeschkeInvestment Management Group otherClark Asset Management, LLC independent RIAOtherFeb 1, 2024Apr 1, 2025 (425 d)
Michael A LevyRiversedge Advisors independent RIAClark Asset Management, LLC independent RIARIA to RIAAug 4, 2023Aug 28, 2023
Neal Todd HeslorCobblestone Capital Advisors, LLC independent RIAClark Asset Management, LLC independent RIARIA to RIAJul 18, 2023Jan 2, 2024 (168 d)
Maria GiampietroCommonwealth Financial Network national BDClark Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 27, 2022Jul 7, 2023 (253 d)
Danielle Dabney HarmonOrigin Investment Advisory LLC no RAUMClark Asset Management, LLC independent RIAOtherNov 12, 2021Apr 3, 2026 (1603 d)
Tad Alan HerringtonJohn E. Sestina And Company independent RIAClark Asset Management, LLC independent RIARIA to RIAJun 1, 2021Jun 2, 2021
Patricia Ann KollathLPL Financial LLC independent RIAClark Asset Management, LLC independent RIARIA to RIAMay 10, 2019Apr 25, 2019
Bradley Anderson ClarkResolute Financial, LLC otherClark Asset Management, LLC independent RIAOtherAug 26, 2015Aug 15, 2016 (355 d)
Danielle Dabney HarmonFintrust Investment Advisory Services, LLC otherClark Asset Management, LLC independent RIAOtherMay 14, 2012Nov 20, 2018 (2381 d)
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13 moves match.