DFX Intelligence

Data Factory

RIA / WealthAdvisor21 years in industry

DANIEL ALAN PARKER

Advisor at CUTHBERT CAPITAL MANAGEMENT LLC

PHILADELPHIA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3c215ae8-303c-36ec-7508-e463ffe1a019

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jun 22, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CUTHBERT CAPITAL MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 21, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jun 21, 2005
First registration: Jun 22, 2005
Dual registered: no
Other names: DANIEL PARKER|DANIEL PARKER
IAPD individual key: 4308717

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CUTHBERT CAPITAL MANAGEMENT LLC	State registered	Mar 13, 2023	n/a	yes	PHILADELPHIA, PA	Current employment
NEST EGG	Independent wealth	Jul 12, 2018	Mar 14, 2023	no	CONSHOHOCKEN, PA	Previous registration
ADDISON CAPITAL	Mixed wealth	Jul 12, 2018	Mar 14, 2023	no	CONSHOHOCKEN, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 22, 2015	Jul 5, 2017	no	PITTSFORD, NY\|PHILADELPHIA, PA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 28, 2015	no	Rochester, NY	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Jan 18, 2008	Jun 1, 2009	no	ROCHESTER, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 22, 2005	Jan 23, 2008	no	ROCHESTER, NY\|PITTSFORD, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADDISON CAPITAL	NEST EGG	Mar 14, 2023	Jul 12, 2018	-1,706	Firm change after gap	RIA to RIA
NEST EGG	CUTHBERT CAPITAL MANAGEMENT LLC	Mar 14, 2023	Mar 13, 2023	-1	Firm change	RIA to state RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ADDISON CAPITAL	Jul 5, 2017	Jul 12, 2018	372	Firm change	Wirehouse to RIA
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 28, 2015	Oct 22, 2015	-6	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY & CO. LLC	Jan 23, 2008	Jan 18, 2008	-5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:7691:NY:2015-10-19	Oct 28, 2015	Oct 22, 2015	ROCHESTER, NY	Firm change

Relationships

Registered with (6)

→ CUTHBERT CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Mar 13, 2023 to presentfactForm ADV
→ ADDISON CAPITALRegistered adviserregistration: previous registration
Jul 12, 2018 to Mar 14, 2023factForm ADV
→ NEST EGGRegistered adviserregistration: previous registration
Jul 12, 2018 to Mar 14, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 22, 2015 to Jul 5, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Oct 28, 2015factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Jan 18, 2008 to Jun 1, 2009factForm ADV

Dated events

Occurred
Mar 14, 2023
Advisor changed firm
Daniel Alan Parker left Addison Capital for Nest Egg (registered 2018-07-12)
Form ADVobserved 4 days ago
Occurred
Mar 14, 2023
Advisor changed firm
Daniel Alan Parker left Nest Egg for Cuthbert Capital Management Llc (registered 2023-03-13)
Form ADVobserved 4 days ago