DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Clarity Wealth Management, L.L.C.
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 |
|---|---|---|---|---|---|
| Charles Bennie Booth | LPL Financial LLC BD affiliated | Clarity Wealth Management, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 24, 2021 | Nov 8, 2016 |
| Rachelle Lee Dal Monte | Scottrade Investment Management BD affiliated | Clarity Wealth Management, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 21, 2017 | Dec 19, 2018 (363 d) |
| Richard Monnett Everhart | Wells Fargo Advisors wirehouse | Clarity Wealth Management, L.L.C. independent RIA | Wirehouse to independent RIA | Feb 2, 2016 | Nov 8, 2016 (280 d) |
| Howard Robard Dal Monte | Wells Fargo Advisors wirehouse | Clarity Wealth Management, L.L.C. independent RIA | Wirehouse to independent RIA | Oct 2, 2015 | Nov 8, 2016 (403 d) |
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4 moves match.