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 A Parisi

Cambridge Investment Research Advisors, Inc.BD affiliatedPalmetto, Fldual registrantIAPD 2369058

Feed of 09/16/2026

Also filed as Linda A Parisi

At current firm

1 y

since Jan 1, 2025

In the industry

33 y

since Jun 4, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cambridge Investment Research Advisors, Inc. BD affiliated current
since Jan 1, 2025 · Palmetto, Fl
Grove Point Advisors, LLC former
Apr 1, 2021 to Dec 15, 2021 · Rockville, Md
H. Beck, Inc. former
Jan 17, 2019 to Apr 1, 2021 · Sarasota, Fl
Huntington Financial Advisors BD affiliated
May 3, 2010 to Jan 10, 2019 · Akron, Oh
LPL Financial LLC BD affiliated
Mar 10, 2010 to Apr 26, 2010 · Cuyahoga Falls, Oh
Amfin Investment Services, Inc. unclassified
Oct 3, 2006 to Mar 10, 2010 · Cuyahoga Falls, Oh
Invest Financial Corporation former
Oct 26, 2005 to Oct 3, 2006 · Cuyahoga Falls, Oh

Moves

a registration end followed by a registration begin elsewhere

Grove Point Advisors, LLC to Cambridge Investment Research Advisors, Inc.
left Dec 15, 2021, registered Jan 1, 2025 (1113 days) · Affiliated broker-dealer or bank to another
H. Beck, Inc. to Grove Point Advisors, LLC
left Apr 1, 2021, registered Apr 1, 2021 (0 days) · corporate re-registration, not a move
Huntington Financial Advisors to H. Beck, Inc.
left Jan 10, 2019, registered Jan 17, 2019 (7 days) · Affiliated broker-dealer or bank to another
LPL Financial LLC to Huntington Financial Advisors
left Apr 26, 2010, registered May 3, 2010 (7 days) · Other
Amfin Investment Services, Inc. to LPL Financial LLC
left Mar 10, 2010, registered Mar 10, 2010 (0 days) · Other
Invest Financial Corporation to Amfin Investment Services, Inc.
left Oct 3, 2006, registered Oct 3, 2006 (0 days) · Other

Signals

No dated event on this person.

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: Broker-dealer affiliated wealth managerderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address