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CRD 326719
REXBURG, ID
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ROBERT GARRY PARKINSON | Certified Financial Planner | REXBURG, ID | 2 | 40 | n/a | yes |
| WARREN KAY CORDINGLEY | n/a | REXBURG, ID | 2 | 34 | n/a | yes |
| Keaton Gerald Parkinson | n/a | REXBURG, ID | 1 | 11 | n/a | no |
| Colten K. Cordingley | n/a | REXBURG, ID | 1 | 11 | n/a | no |
| BRETT K. CORDINGLEY | n/a | REXBURG, ID | 1 | 24 | n/a | no |
| MARK ROBERT MINARIK | n/a | Rexburg, ID | REXBURG, ID | 0 | 12 | 2 | no |
| Curtis M. Simmons | n/a | REXBURG, ID | Rexburg, ID | 0 | 13 | 2 | no |
| LUKE JESS SUTTON | n/a | Rexburg, ID | REXBURG, ID | 0 | 10 | 2 | no |
| HOLLY BULLOCK MILLER | n/a | REXBURG, ID | 0 | 14 | n/a | no |
| Julie Kostelecky | n/a | Bozeman, MT | REXBURG, ID | 0 | 15 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| PARKINSON, ROBERT, GARRY | Owner | E | yes | 02/2023 | May 10, 2023 | Mar 26, 2024 |
| MILLER, HOLLY, BULLOCK | CHIEF COMPLIANCE OFFICER | Na | no | 04/2023 | May 10, 2023 | Mar 26, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 30, 2026 | $471M | $432M | 8 | 8 | 5 | n/a | n/a |
| 2024 | Mar 17, 2025 | $193M | $193M | 7 | 2 | 0 | n/a | n/a |
| 2023 | Mar 19, 2024 | $130M | $130M | 5 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 0 | 3 | 0.0% | 0 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $471M | $193M | 144.1% | n/a | n/a | 10 | 7 | 6 | 0 |