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Wealth Advisor Daily
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Thursday, October 22, 2026The Morning Brief →Sign in
person● Verified · SEC records

Claire McHenry

NASAA · Reported Aug 31
In network coverage since August 31, 2026 · 2 stories
Career record
currentIANATIONAL FINANCIAL SERVICES LLC
currentIAFIDELITY BROKERAGE SERVICES LLC
Network coverage
practice

State-registered advisers now number 16,897, and oversight follows the rep

NASAA's annual report sizes the sub-$100 million practice and shows why changing a firm's registration doesn't move its people out of state reach.
move · Aug 31A $35 option on returning to advice
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