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Advisor at PARABLE WEALTH ADVISORS
ST AUGUSTINE, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PARABLE WEALTH ADVISORS | Independent wealth | Mar 10, 2020 | n/a | yes | ST AUGUSTINE, FL | Current employment |
| CAPITALROCK FINANCIAL, LLC | Former SEC adviser | Jun 27, 2018 | Mar 25, 2020 | no | ST. AUGUSTINE, FL|Saint Augustine, FL|NAPLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITALROCK FINANCIAL, LLC | PARABLE WEALTH ADVISORS | Mar 25, 2020 | Mar 10, 2020 | -15 | Firm change | RIA to RIA |