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 Clarity Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jason Russell Wilburn | Wells Fargo Advisors wirehouse | Clarity Wealth Management LLC state registered | Wirehouse to a state-registered adviser | May 21, 2026 | May 11, 2026 |
| Senaida Noemi Bautista | Ae Wealth Management, LLC BD affiliated | Clarity Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 10, 2021 | Mar 24, 2022 (134 d) |
| Samuel Phillip Plotkin | Ae Wealth Management, LLC BD affiliated | Clarity Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 8, 2021 | Mar 24, 2022 (136 d) |
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3 moves match.