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.
Paula M Parrish
- Title
- Financial Advisorreportedblueline-advisors.comfirm site, Sep 16, 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.
- Blueline Advisors independent RIA currentsince Aug 7, 2026 · Exeter, Nh
- Ally Invest Advisors independent RIAOct 20, 2021 to Aug 25, 2025 · Exeter, Nh
- Citizens Private Wealth BD affiliatedAug 15, 2019 to May 21, 2021 · Tarrytown, Ny
- Citizens Securities, Inc. BD affiliatedApr 6, 2018 to Jan 8, 2020 · Manchester, Nh
- Equitable Advisors, LLC national BDNov 13, 2017 to Apr 5, 2018 · Bedford, Nh
- Strategic Advisers LLC national BDMay 5, 2016 to Jul 12, 2017 · Merrimack, Nh
- Msi Financial Services, Inc. formerOct 10, 2013 to Jan 26, 2015 · Southborough, Ma
- LPL Financial LLC BD affiliatedSep 16, 2009 to Oct 6, 2010 · Marlborough, Ma
- Cetera Investment Services LLC formerMar 8, 2007 to Dec 20, 2007 · St. Cloud, Mn
- Valic Financial Advisors, Inc. BD affiliatedJul 11, 2006 to Mar 7, 2007 · Burlington, Ma
- Ally Invest Advisors to Blueline Advisorsleft Aug 25, 2025, registered Aug 7, 2026 (347 days) · RIA to RIA
- Citizens Private Wealth to Ally Invest Advisorsleft May 21, 2021, registered Oct 20, 2021 (152 days) · RIA to RIA
- Citizens Securities, Inc. to Citizens Private Wealthleft Jan 8, 2020, registered Aug 15, 2019 (-146 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Equitable Advisors, LLC to Citizens Securities, Inc.left Apr 5, 2018, registered Apr 6, 2018 (1 days) · Affiliated broker-dealer or bank to another
- Strategic Advisers LLC to Equitable Advisors, LLCleft Jul 12, 2017, registered Nov 13, 2017 (124 days) · Affiliated broker-dealer or bank to another
- Msi Financial Services, Inc. to Strategic Advisers LLCleft Jan 26, 2015, registered May 5, 2016 (465 days) · Other
- LPL Financial LLC to Msi Financial Services, Inc.left Oct 6, 2010, registered Oct 10, 2013 (1100 days) · Other
- Cetera Investment Services LLC to LPL Financial LLCleft Dec 20, 2007, registered Sep 16, 2009 (636 days) · Other
- Valic Financial Advisors, Inc. to Cetera Investment Services LLCleft Mar 7, 2007, registered Mar 8, 2007 (1 days) · Other
- Paula M Parrish left Ally Invest Advisors for Blueline Advisors (registered 2026-08-07)Aug 25, 2025 · 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