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
John Oakley Resurreccion
Certified Financial Planner
Feed of 09/15/2026
At current firm
1 y
since Jan 8, 2025
In the industry
15 y
since Feb 5, 2011 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Parkwoods Wealth Partners, LLC independent RIA currentsince Jan 8, 2025 · Austin, Tx
- Dimensional Fund Advisors LP asset managerJun 1, 2016 to Aug 18, 2023 · Austin, Tx
- LPL Financial LLC BD affiliatedMar 10, 2014 to Mar 22, 2016 · San Diego, Ca
- Index Fund Advisors, Inc. independent RIAJun 16, 2011 to Feb 21, 2014 · Irvine, Ca
Moves
a registration end followed by a registration begin elsewhere
- Dimensional Fund Advisors LP to Parkwoods Wealth Partners, LLCleft Aug 18, 2023, registered Jan 8, 2025 (509 days) · Other
- LPL Financial LLC to Dimensional Fund Advisors LPleft Mar 22, 2016, registered Jun 1, 2016 (71 days) · Other
- Index Fund Advisors, Inc. to LPL Financial LLCleft Feb 21, 2014, registered Mar 10, 2014 (17 days) · Other
Signals
- John Oakley Resurreccion left Dimensional Fund Advisors Lp for Parkwoods Wealth Partners, Llc (registered 2025-01-08)Aug 18, 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
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address