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.
Advisor moves
Departures from C. F. Parks & Co., Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Patrick Gerard Schultz | C. F. Parks & Co., Inc. other | Concurrent Investment Advisors, LLC independent RIA | Other | Apr 30, 2025 | May 20, 2025 |
| Andrew Edward Fisher | C. F. Parks & Co., Inc. other | Novare Capital Management independent RIA | Other | Nov 30, 2023 | Apr 8, 2024 (130 d) |
| Franklin Britt Borders | C. F. Parks & Co., Inc. other | LPL Financial LLC BD affiliated | Other | Mar 2, 2021 | Mar 23, 2021 |
| Jason Michael Shell | C. F. Parks & Co., Inc. other | Raymond James Financial Services Advisors, Inc other | Other | Aug 1, 2008 | Jan 2, 2009 (154 d) |
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4 moves match.