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Kevin Patrick Clariday

Kevin Clariday Investment Advisor

Dallas, TX

CRD 3131668

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Employer firm

Kevin Clariday Investment Advisor CRD 139722

$21.8M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Kevin Clariday Investment Advisor

Dallas, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-29
  • TX RA
    APPROVED
    Since 2018-01-29

Branch Locations

Dallas, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kevin Clariday Investment Advisor Dallas TX 02/2006 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-15
S63 Uniform Securities Agent State Law Examination 1998-12-08
  • S65 Uniform Investment Adviser Law Examination
    1998-12-15
  • S63 Uniform Securities Agent State Law Examination
    1998-12-08

View on SEC IAPD

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