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.

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Registered advisor

J•••• O•••• P•••••

T•• B•••••• G•••• W••••• A•••••••• L••otherVestavia Hills , Al IA-onlyIAPD 6310023

Feed of 09/14/2026

Also filed as Jamie Oneil Parker

At current firm

0 y

since Jun 12, 2026

In the industry

12 y

since Jul 12, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T•• B•••••• G•••• W••••• A•••••••• L•• other current
since Jun 12, 2026 · Vestavia Hills , Al
C•• A•••••••• L•• unclassified
Oct 1, 2024 to Jun 1, 2026 · Birmingham, Al
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
May 10, 2023 to Sep 4, 2024 · Birmingham, Al
N••••••• 4•••• L•• institutional
May 25, 2022 to Apr 25, 2023 · Birmingham, Al
V•••• F•••••••• A•••••••• I••• BD affiliated
May 17, 2018 to Jun 9, 2022 · Birmingham, Al

Moves

a registration end followed by a registration begin elsewhere

C•• A•••••••• L•• to T•• B•••••• G•••• W••••• A•••••••• L••
left Jun 1, 2026, registered Jun 12, 2026 (11 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•• A•••••••• L••
left Sep 4, 2024, registered Oct 1, 2024 (27 days) · Other
N••••••• 4•••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Apr 25, 2023, registered May 10, 2023 (15 days) · Other
V•••• F•••••••• A•••••••• I••• to N••••••• 4•••• L••
left Jun 9, 2022, registered May 25, 2022 (-15 days) · Other

Signals

Jamie Oneil Parker left Cah Advisors, Llc for The Baldwin Group Wealth Advisors, Llc (registered 2026-06-12)
Jun 1, 2026 · Advisor changed firm · fact
Jamie Oneil Parker left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Cah Advisors, Llc (registered 2024-10-01)
Sep 4, 2024 · Advisor changed firm · fact
Jamie Oneil Parker left Navigate 401K, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-05-10)
Apr 25, 2023 · Advisor changed firm · fact
Jamie Oneil Parker left Valic Financial Advisors, Inc. for Navigate 401K, Llc (registered 2022-05-25)
Jun 9, 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: Other adviserderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address