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 Clear Trail Advisors, 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 |
|---|---|---|---|---|---|
| Skyler Lee Seidman | Flagship Investment Management LLC asset manager | Clear Trail Advisors, LLC no RAUM | Other | Mar 2, 2026 | Aug 24, 2025 |
| Jennifer Anne Norris | Ameriprise Financial Services, LLC national BD | Clear Trail Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 16, 2025 | Jan 15, 2026 (121 d) |
| Randolph Robin Price | Steward Partners Investment Advisory, LLC BD affiliated | Clear Trail Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 15, 2025 | Aug 15, 2025 |
| Matthew William Price | Steward Partners Investment Advisory, LLC BD affiliated | Clear Trail Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 14, 2025 | Aug 12, 2025 |
| Matthew Stephen Kerns | Steward Partners Investment Solutions, LLC independent RIA | Clear Trail Advisors, LLC no RAUM | RIA to a newly registered adviser | Jun 1, 2022 | Aug 12, 2025 (1168 d) |
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5 moves match.