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.
Feed of 09/14/2026
Also filed as Robert Daniel Paredes
At current firm
0 y
since Feb 27, 2026
In the industry
14 y
since Mar 1, 2012 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Paredes Capital LLC state registered currentsince Feb 27, 2026 · Lenexa, Ks
- Forvis Mazars Wealth Advisors, LLC independent RIAAug 29, 2019 to Feb 17, 2026 · Kansas City, Mo
Moves
a registration end followed by a registration begin elsewhere
- Forvis Mazars Wealth Advisors, LLC to Paredes Capital LLCleft Feb 17, 2026, registered Feb 27, 2026 (10 days) · RIA to a state-registered adviser
Signals
- Robert D Paredes left Forvis Mazars Wealth Advisors, Llc for Paredes Capital Llc (registered 2026-02-27)Feb 17, 2026 · 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
- STATE REGISTEREDderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address