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 Portfolio Consulting 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 |
|---|---|---|---|---|---|
| William John Roth | Wellfull independent RIA | Clearview Portfolio Consulting LLC state registered | RIA to a state-registered adviser | Apr 18, 2019 | Jul 30, 2019 (103 d) |
| Christopher Ryan Coolidge | Bluestone Capital Management, LLC asset manager | Clearview Portfolio Consulting LLC state registered | Other | May 24, 2018 | Apr 21, 2020 (698 d) |
Page 1 of 1
2 moves match.