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

Nathan Buzaid Thomsen

Parallel Advisors, LLCindependent RIAWarwick, Ri IA-onlyIAPD 4735962

Certified Financial Planner

Feed of 09/14/2026

Also filed as Nate Buzaid Thomsen

At current firm

1 y

since May 1, 2025

In the industry

22 y

since Feb 26, 2004 (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

Parallel Advisors, LLC independent RIA current
since May 1, 2025 · San Francisco, Ca
Advisors Capital Management, LLC independent RIA
Jul 19, 2021 to Apr 21, 2025 · Cambridge, Ma
Advice And Planning Services BD affiliated
Sep 19, 2018 to Nov 13, 2020 · Stamford, Ct
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Sep 13, 2018 · Boston, Ma
Strategic Advisers LLC national BD
Apr 4, 2013 to Jul 13, 2018 · Fairfield, Ct
Osaic Fa, Inc. former
Oct 1, 2007 to Jan 20, 2012 · Hartford, Ct
Msi Financial Services, Inc. former
Jun 23, 2005 to Oct 1, 2007 · Shelton, Ct
Morgan Stanley Dw Inc. unclassified
Feb 27, 2004 to Jan 27, 2005 · Hartford, Ct

Moves

a registration end followed by a registration begin elsewhere

Advisors Capital Management, LLC to Parallel Advisors, LLC
left Apr 21, 2025, registered May 1, 2025 (10 days) · RIA to RIA
Advice And Planning Services to Advisors Capital Management, LLC
left Nov 13, 2020, registered Jul 19, 2021 (248 days) · Affiliated broker-dealer or bank to independent RIA
Fidelity Personal And Workplace Advisors to Advice And Planning Services
left Sep 13, 2018, registered Sep 19, 2018 (6 days) · Affiliated broker-dealer or bank to another · moved with a team
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Osaic Fa, Inc. to Strategic Advisers LLC
left Jan 20, 2012, registered Apr 4, 2013 (440 days) · Other
Msi Financial Services, Inc. to Osaic Fa, Inc.
left Oct 1, 2007, registered Oct 1, 2007 (0 days) · Other
Morgan Stanley Dw Inc. to Msi Financial Services, Inc.
left Jan 27, 2005, registered Jun 23, 2005 (147 days) · Other

Signals

Nathan Buzaid Thomsen left Advisors Capital Management, Llc for Parallel Advisors, Llc (registered 2025-05-01)
Apr 21, 2025 · 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: Independent wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address