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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
M••• A•••• P••••••
- Title
- Principal, Wealth Advisorreportedsaxwa.comfirm site, Sep 15, 2026
- Investment committee
- “Investment Policy Committee”reportedsaxwa.comthe sentence on the bio page
- Years, as the firm states
- 35reportedsaxwa.com“Mark brings more than 35 years of experience as a financial advisor to the SAX Wealth Advisors team, along with over 45 years of experience in the broader financial services industry.”
- Professional profile
- saxwa.com/staff/mark-parsonsreportedsaxwa.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S•• W••••• A•••••••• L•• independent RIA currentsince Apr 10, 2026 · Vero Beach, Fl
- P•••••• F•••••••• G••••• L•• unclassifiedMay 16, 2019 to Jul 10, 2026 · Vero Beach, Fl
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedNov 24, 2009 to Jul 11, 2019 · Vero Beach, Fl
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedJul 14, 2003 to Nov 30, 2009 · Vero Beach, Fl
- W•••• F•••• A••••••• wirehouseJul 1, 2003 to Jul 10, 2003 · Vero Beach, Fl
- P••••••••• E••••• G••••• L•• unclassifiedAug 28, 1998 to Jul 1, 2003 · Vero Beach, Fl
- P•••••• F•••••••• G••••• L•• to S•• W••••• A•••••••• L••left Jul 10, 2026, registered Apr 10, 2026 (-91 days) · Other
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to P•••••• F•••••••• G••••• L••left Jul 11, 2019, registered May 16, 2019 (-56 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Nov 30, 2009, registered Nov 24, 2009 (-6 days) · Other
- W•••• F•••• A••••••• to R•••••• J•••• F•••••••• S•••••••• I•••left Jul 10, 2003, registered Jul 14, 2003 (4 days) · Other
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
- M••• A•••• P•••••• left P•••••• F•••••••• G••••• L•• for S•• W••••• A•••••••• L•• (registered 2026-04-10)Jul 10, 2026 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address