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.

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.

Registered advisor

P••••• R• B••••••

P•• W••••• M•••••••••BD affiliatedLas Vegas, Nv dual registrantIAPD 2890408

Certified Financial Planner

Feed of 09/14/2026

Also filed as Parand R Habashi

At current firm

0 y

since Jun 25, 2026

In the industry

29 y

since Jun 30, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

P•• W••••• M••••••••• BD affiliated current
since Jun 25, 2026 · Pittsburgh, Pa
U••• B•••••• A•••••••• L•• BD affiliated
Feb 13, 2026 to May 29, 2026 · Las Vegas, Nv
U••• B•••••• I••••••••• I••• former
Oct 12, 2023 to Feb 13, 2026 · Saint Paul, Mn
U••• B•••••• I••••••••• I••• former
Feb 20, 2019 to Apr 7, 2022 · Las Vegas, Nv
W•••• F•••• A••••••• wirehouse
Oct 17, 2016 to Dec 15, 2017 · Henderson, Nv

Moves

a registration end followed by a registration begin elsewhere

U••• B•••••• A•••••••• L•• to P•• W••••• M•••••••••
left May 29, 2026, registered Jun 25, 2026 (27 days) · Affiliated broker-dealer or bank to another
U••• B•••••• I••••••••• I••• to U••• B•••••• A•••••••• L••
left Feb 13, 2026, registered Feb 13, 2026 (0 days) · corporate re-registration, not a move
W•••• F•••• A••••••• to U••• B•••••• I••••••••• I•••
left Dec 15, 2017, registered Feb 20, 2019 (432 days) · Wirehouse to affiliated broker-dealer or bank

Signals

P••••• R• B•••••• left U••• B•••••• A•••••••• L•• for P•• W••••• M••••••••• (registered 2026-06-25)
May 29, 2026 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address