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.
M•••• M•••• P•••
- Title
- Senior Relationship Advisorreportedparrmcknightwmg.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P••• M••••••• W••••• M••••••••• G•••• independent RIA currentsince Aug 12, 2024 · Minneapolis, Mn
- W•••• F•••• A••••••• wirehouseApr 5, 2018 to Aug 23, 2024 · Plymouth, Mn
- A••••••••• F•••••••• S•••••••• L•• national BDJan 24, 2017 to Apr 5, 2018 · Edina, Mn
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 3, 2016 to Jan 17, 2017 · Bloomington, Mn
- W•••• F•••• A••••••• to P••• M••••••• W••••• M••••••••• G••••left Aug 23, 2024, registered Aug 12, 2024 (-11 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- A••••••••• F•••••••• S•••••••• L•• to W•••• F•••• A•••••••left Apr 5, 2018, registered Apr 5, 2018 (0 days) · Affiliated broker-dealer or bank to wirehouse
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A••••••••• F•••••••• S•••••••• L••left Jan 17, 2017, registered Jan 24, 2017 (7 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- Mindy Marie Prow left Wells Fargo Advisors for Parr Mcknight Wealth Management Group (registered 2024-08-12)Aug 23, 2024 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address