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

W•••••• P•••• P••••••

C•••••••• I••••••••• R••••••• A•••••••• I•••BD affiliatedHarbeson, Dedual registrantIAPD 4504910

Feed of 09/14/2026

Also filed as Bill Parrish

At current firm

1 y

since Oct 28, 2024

In the industry

24 y

since Apr 18, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated current
since Oct 28, 2024 · Harbeson, De
V•••• C•••••• P•••••••• L•• independent RIA
Jan 18, 2017 to Nov 30, 2020 · Littleton, Co
S••••• A••••••• I••• BD affiliated
Jun 30, 2016 to Jan 19, 2017 · Birmingham, Al
S••••• A••• A•••• M••••••••• I••• former
Mar 31, 2010 to Jun 30, 2016 · Birmingham, Al
G•••••••• F••••••••• I•• unclassified
Jul 12, 2007 to Mar 29, 2010 · Greenwood Village, Co

Moves

a registration end followed by a registration begin elsewhere

V•••• C•••••• P•••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Nov 30, 2020, registered Oct 28, 2024 (1428 days) · RIA to affiliated broker-dealer or bank
S••••• A••••••• I••• to V•••• C•••••• P•••••••• L••
left Jan 19, 2017, registered Jan 18, 2017 (-1 days) · Other · moved with a team
S••••• A••• A•••• M••••••••• I••• to S••••• A••••••• I•••
left Jun 30, 2016, registered Jun 30, 2016 (0 days) · corporate re-registration, not a move
G•••••••• F••••••••• I•• to S••••• A••• A•••• M••••••••• I•••
left Mar 29, 2010, registered Mar 31, 2010 (2 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: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address