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 Wealth Partners, 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 |
|---|---|---|---|---|---|
| James Hampton Nash | First Command Advisory Services BD affiliated | Clark Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 5, 2026 | Jul 22, 2026 (78 d) |
| Andrew Raymond Branz | Eagle Strategies LLC BD affiliated | Clark Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2025 | Mar 10, 2025 |
| Michael Dewayne Clark | Visionary Wealth Advisors, LLC independent RIA | Clark Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 2, 2022 | Jun 2, 2022 |
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3 moves match.