Claraphi Advisory Network LLC

Claraphi Advisory Network LLC, a Washington-based limited liability company, currently employs 32 advisors and serves 25 clients. The firm holds an "approved" status with the SEC, indicating compliance with financial regulations, with a registration date of December 4, 2014.

• ANDREW TANG

  EXECUTIVE VICE PRESIDENT owns less than 5%

• CLARAPHI CAPITAL, LLC

  MEMBER owns 75% or more

• MARK DAVID ROTH

  PRESIDENT owns less than 5%

• MAUREEN MELODEE MALONEY

  CHIEF COMPLIANCE OFFICER owns less than 5%

• ROXANNA MARIE GUINAN

  SENIOR VP BUSINESS DEVELOPMENT owns less than 5%

• SCOTT ALLEN KLAASSEN

  CHIEF OPERATIONS OFFICER owns less than 5%

• SEYYED VALIALLAH NASR

  CHIEF EXECUTIVE OFFICER owns less than 5%

• MARK DAVID ROTH

  MEMBER, MANAGER owns more than 25% but less than 50%

• MARK DAVID ROTH

  MANAGER; MEMBER owns 75% or more

• MDR HOLDINGS, LLC

  OWNER owns more than 25% but less than 50%

• SEYYED VALIALLAH NASR

  MEMBER, MANAGER owns more than 25% but less than 50%

• Towneley Capital Management Inc
• Parallax Capital Partners LLC

• The Investment landscape is changing: A look into top fund holdings in Q3 vs. Q4 2022

• ARK $16,942k
• BLACKROCK ENHNCD EQ $3,260k
• ARK ETF TRUST ARK $2,188k
• Bank of America Corp. $1,751k
• Chevron Corp $1,586k
• B. Riley Wealth Management, Inc. $1,454k
• Boeing Co/The $1,071k
• COLUMBIA SELIGM PREM $1,045k
• ABBVIE INC $809k
• ConocoPhillips $728k