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

Parshad Kirpal Singh

Centura Wealth Advisoryindependent RIASan Diego, Ca IA-onlyIAPD 5060945

Certified Financial Planner

Feed of 09/14/2026

At current firm

0 y

since Nov 24, 2025

In the industry

18 y

since Mar 3, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Centura Wealth Advisory independent RIA current
since Nov 24, 2025 · Denver, Co
Moneta Group Investment Advisors, LLC independent RIA
Aug 8, 2025 to Sep 5, 2025 · St. Louis, Mo
Mercer Global Advisors Inc. independent RIA
Nov 9, 2023 to Jul 16, 2025 · Denver, Co
Singh Advisory, LLC unclassified
Jun 10, 2022 to Jun 28, 2024 · Denver, Co
Financial Steward Associates, LLC former
Oct 2, 2015 to Jan 19, 2018 · Fort Collins, Co
LPL Financial LLC BD affiliated
May 16, 2014 to Sep 29, 2022 · Fort Collins, Co
Edward Jones national BD
Aug 20, 2008 to May 19, 2014 · Aurora, Co

Moves

a registration end followed by a registration begin elsewhere

Moneta Group Investment Advisors, LLC to Centura Wealth Advisory
left Sep 5, 2025, registered Nov 24, 2025 (80 days) · RIA to RIA
Mercer Global Advisors Inc. to Moneta Group Investment Advisors, LLC
left Jul 16, 2025, registered Aug 8, 2025 (23 days) · RIA to RIA
Singh Advisory, LLC to Mercer Global Advisors Inc.
left Jun 28, 2024, registered Nov 9, 2023 (-232 days) · Other
LPL Financial LLC to Financial Steward Associates, LLC
left Sep 29, 2022, registered Oct 2, 2015 (-2554 days) · RIA to RIA
Financial Steward Associates, LLC to Singh Advisory, LLC
left Jan 19, 2018, registered Jun 10, 2022 (1603 days) · Other
Edward Jones to LPL Financial LLC
left May 19, 2014, registered May 16, 2014 (-3 days) · Other

Signals

Parshad Kirpal Singh left Moneta Group Investment Advisors, Llc for Centura Wealth Advisory (registered 2025-11-24)
Sep 5, 2025 · Advisor changed firm · fact
Parshad Kirpal Singh left Mercer Global Advisors Inc. for Moneta Group Investment Advisors, Llc (registered 2025-08-08)
Jul 16, 2025 · Advisor changed firm · fact
Parshad Kirpal Singh left Singh Advisory, Llc for Mercer Global Advisors Inc. (registered 2023-11-09)
Jun 28, 2024 · Advisor changed firm · fact
Parshad Kirpal Singh left Lpl Financial Llc for Financial Steward Associates, Llc (registered 2015-10-02)
Sep 29, 2022 · 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address