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

T•••••• C••••••• P••••• E••••

S•• I••••••••• M••••••••• C•••mixed wealthNewtown Square, Pa dual registrantIAPD 5917234

Feed of 09/15/2026

Also filed as T•••••• Cristina Paravela E••••

At current firm

2 y

since Jan 25, 2024

In the industry

12 y

since Dec 23, 2013 (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

S•• I••••••••• M••••••••• C••• mixed wealth current
since Jan 25, 2024 · Oaks, Pa
C•••••• S••••• • C••• I••• national BD
Dec 1, 2022 to Feb 15, 2024 · Radnor, Pa
T• A••••••••• I••••••••• M••••••••• L•• former
Oct 12, 2022 to Sep 7, 2023 · Radnor, Pa
F••••••• P••••••• A•• W•••••••• A••••••• former
Apr 28, 2020 to Sep 29, 2022 · King Of Prussia, Pa
S••••••• I••••••••• A•••••••• I••• other
Dec 17, 2018 to Apr 20, 2020 · Portland, Or
M••••• S•••••• wirehouse
Dec 23, 2013 to Oct 3, 2014 · Marlton, Nj

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to S•• I••••••••• M••••••••• C•••
left Feb 15, 2024, registered Jan 25, 2024 (-21 days) · Other
T• A••••••••• I••••••••• M••••••••• L•• to C•••••• S••••• • C••• I•••
left Sep 7, 2023, registered Dec 1, 2022 (-280 days) · corporate re-registration, not a move
F••••••• P••••••• A•• W•••••••• A••••••• to T• A••••••••• I••••••••• M••••••••• L••
left Sep 29, 2022, registered Oct 12, 2022 (13 days) · Affiliated broker-dealer or bank to independent RIA
S••••••• I••••••••• A•••••••• I••• to F••••••• P••••••• A•• W•••••••• A•••••••
left Apr 20, 2020, registered Apr 28, 2020 (8 days) · Other
M••••• S•••••• to S••••••• I••••••••• A•••••••• I•••
left Oct 3, 2014, registered Dec 17, 2018 (1536 days) · Other

Signals

T•••••• C••••••• P••••• E•••• left C•••••• S••••• • C••• I••• for S•• I••••••••• M••••••••• C••• (registered 2024-01-25)
Feb 15, 2024 · Advisor changed firm · fact
T•••••• C••••••• P••••• E•••• left F••••••• P••••••• A•• W•••••••• A••••••• for T• A••••••••• I••••••••• M••••••••• L•• (registered 2022-10-12)
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: Wealth manager with institutional or fund businessderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address