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 Parallax Investments, LLC
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 |
|---|---|---|---|---|---|
| Crystal Allison Mckeon | Parallax Investments, LLC other | Tri-Star Advisors, Inc. independent RIA | Other | Jul 30, 2018 | Jul 19, 2018 |
| Austin Gentry Marrs | Parallax Investments, LLC other | Tri-Star Advisors, Inc. independent RIA | Other | Jul 30, 2018 | Jul 19, 2018 |
| Marlana Arline Splettstosser | Parallax Investments, LLC other | Next Financial Group, Inc. other | Other | Aug 7, 2014 | Aug 11, 2014 |
| Jon Carter Vaughan | Parallax Investments, LLC other | Tri-Star Advisors, Inc. independent RIA | Other | Nov 23, 2010 | Jun 12, 2023 (4584 d) |
| Eric Brown | Parallax Investments, LLC other | Empower Advisory Group, LLC BD affiliated | Other | Jan 15, 2010 | Dec 1, 2025 (5799 d) |
Page 1 of 1
5 moves match.