DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Linda Nmn Grizely

Nectarineno RAUMSan Diego, Ca IA-onlyIAPD 1967857

Certified Financial Planner

Feed of 09/14/2026

Also filed as Linda Joan Parlette

At current firm

0 y

since Jan 15, 2026

In the industry

11 y

since Mar 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Nectarine no RAUM current
since Jan 15, 2026 · San Diego, Ca
Creative Planning Institutional Advisors, LLC institutional
Aug 26, 2024 to Apr 8, 2025 · Newport Beach, Ca
Visions Financial Planning unclassified
Jan 2, 2024 to Aug 2, 2024 · Cary, Il
Fidelity Personal And Workplace Advisors former
Feb 17, 2022 to Aug 8, 2023 · Deer Park, Il
Esi Financial Advisors independent RIA
Oct 13, 2020 to Jan 28, 2022 · Lake In The Hills, Il

Moves

a registration end followed by a registration begin elsewhere

Creative Planning Institutional Advisors, LLC to Nectarine
left Apr 8, 2025, registered Jan 15, 2026 (282 days) · Other
Visions Financial Planning to Creative Planning Institutional Advisors, LLC
left Aug 2, 2024, registered Aug 26, 2024 (24 days) · Other
Fidelity Personal And Workplace Advisors to Visions Financial Planning
left Aug 8, 2023, registered Jan 2, 2024 (147 days) · Other
Esi Financial Advisors to Fidelity Personal And Workplace Advisors
left Jan 28, 2022, registered Feb 17, 2022 (20 days) · Affiliated broker-dealer or bank to another

Signals

Linda Nmn Grizely left Creative Planning Institutional Advisors, Llc for Nectarine (registered 2026-01-15)
Apr 8, 2025 · Advisor changed firm · fact
Linda Nmn Grizely left Visions Financial Planning for Creative Planning Institutional Advisors, Llc (registered 2024-08-26)
Aug 2, 2024 · Advisor changed firm · fact
Linda Nmn Grizely left Fidelity Personal And Workplace Advisors for Visions Financial Planning (registered 2024-01-02)
Aug 8, 2023 · Advisor changed firm · fact
Linda Nmn Grizely left Esi Financial Advisors for Fidelity Personal And Workplace Advisors (registered 2022-02-17)
Jan 28, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: No RAUM reportedderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address