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Financial ADVSR advisor moves · SEC adviser records, updated daily

Advisors who joined and left Cleros Wealth Partners, LLC

Every SEC-registered advisor who joined Cleros Wealth Partners, LLC or left it for another firm since October 22, and where they came from or went.

8 joined and 0 left for another firm since October 22, a net change of +8. The most came from UBS Financial Services Inc. (1).

Every Cleros Wealth Partners, LLC advisor, by city and state →Which firms are gaining and losing advisors →

Where advisors came from and went

Came from

UBS Financial Services Inc. 1

Joined Cleros Wealth Partners, LLC (8)

AdvisorCame fromOfficeSeen
Alexander D. ArmstrongUBS Financial Services Inc.Fort Worth, TXOct 31
Angela D. BentleyNew to the adviser fileFort Worth, TXOct 31
Barbara J. BodonNew to the adviser fileFort Worth, TXOct 31
George S. Marlow Jr.New to the adviser fileFort Worth, TXOct 31
Grace WynneNew to the adviser fileFort Worth, TXOct 31
Marlie C. ThomasNew to the adviser fileFort Worth, TXOct 31
Robert J. PackerNew to the adviser fileFort Worth, TXOct 31
Robert K. KightNew to the adviser fileFort Worth, TXOct 31

Left Cleros Wealth Partners, LLC for another firm (0)

No advisors left for another firm since October 22.

Questions

How many advisors has Cleros Wealth Partners, LLC added recently?

8 SEC-registered advisors joined Cleros Wealth Partners, LLC and 0 left it for another firm since October 22, a net change of +8, according to the SEC's daily Investment Adviser Public Disclosure file. The most came from UBS Financial Services Inc. (1).

Where does this data come from?

The SEC publishes every registered investment adviser representative and their firms each day. Financial ADVSR compares each day's file with the one before: an advisor who gains a firm counts as joining it, one who loses it as leaving. A departure counts only when the advisor shows up at another firm within 45 days; advisors who simply drop out of the file (retirements, broker-only roles, gaps in a day's file) aren't counted.

Source: the SEC's Investment Adviser Public Disclosure daily file, compared day by day since 2026-10-22. Investment adviser representatives only; broker-only moves (FINRA BrokerCheck) aren't included. Reported team moves and deals are in Advisor Moves.