DFX Intelligence
Advisor moves
Arrivals at Discretionary Inc.
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 |
|---|---|---|---|---|---|
| Cory James Smith | Clear Creek Financial Management, LLC independent RIA | Discretionary Inc. state registered | RIA to a state-registered adviser | Oct 20, 2023 | Oct 3, 2025 (714 d) |
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1 moves match.