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

Daniel Alan Parker

Cuthbert Capital Management LLCstate registeredPhiladelphia, PaIA-onlyIAPD 4308717

Feed of 09/14/2026

Also filed as Daniel Parker

At current firm

3 y

since Mar 13, 2023

In the industry

21 y

since Jun 21, 2005 (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

Cuthbert Capital Management LLC state registered current
since Mar 13, 2023 · Philadelphia, Pa
Nest Egg independent RIA
Jul 12, 2018 to Mar 14, 2023 · Conshohocken, Pa
Addison Capital mixed wealth
Jul 12, 2018 to Mar 14, 2023 · Conshohocken, Pa
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 22, 2015 to Jul 5, 2017 · Pittsford, Ny
Morgan Stanley wirehouse
Jun 1, 2009 to Oct 28, 2015 · Rochester, Ny
Morgan Stanley & Co. LLC unclassified
Jan 18, 2008 to Jun 1, 2009 · Rochester, Ny
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jun 22, 2005 to Jan 23, 2008 · Rochester, Ny

Moves

a registration end followed by a registration begin elsewhere

Addison Capital to Nest Egg
left Mar 14, 2023, registered Jul 12, 2018 (-1706 days) · RIA to RIA
Nest Egg to Cuthbert Capital Management LLC
left Mar 14, 2023, registered Mar 13, 2023 (-1 days) · RIA to a state-registered adviser
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Addison Capital
left Jul 5, 2017, registered Jul 12, 2018 (372 days) · Wirehouse to independent RIA
Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 28, 2015, registered Oct 22, 2015 (-6 days) · Wirehouse to wirehouse · moved with a team
Morgan Stanley & Co. LLC to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley & Co. LLC
left Jan 23, 2008, registered Jan 18, 2008 (-5 days) · Other

Signals

Daniel Alan Parker left Nest Egg for Cuthbert Capital Management Llc (registered 2023-03-13)
Mar 14, 2023 · Advisor changed firm · fact
Daniel Alan Parker left Addison Capital for Nest Egg (registered 2018-07-12)
Mar 14, 2023 · 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: STATE REGISTEREDderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address