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 Parkside Advisors 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 |
|---|---|---|---|---|---|
| Charles Otto Benziger | Parkside Advisors LLC independent RIA | Northrock Partners, LLC independent RIA | RIA to RIA | Jul 17, 2025 | Jul 1, 2025 |
| Audrey Ellen Grubman | Parkside Advisors LLC independent RIA | Northrock Partners, LLC independent RIA | RIA to RIA | Jul 17, 2025 | Jul 1, 2025 |
| Bradford Daniel Stimpson | Parkside Advisors LLC independent RIA | Northrock Partners, LLC independent RIA | RIA to RIA | Jul 17, 2025 | Jul 1, 2025 |
| Rael Rubin | Parkside Advisors LLC independent RIA | Northrock Partners, LLC independent RIA | RIA to RIA | Jul 17, 2025 | Jul 1, 2025 |
| Jerrod Foster | Parkside Advisors LLC independent RIA | Lido independent RIA | RIA to RIA | Aug 1, 2024 | Sep 25, 2024 (55 d) |
| Norman Dillon Mcgill | Parkside Advisors LLC independent RIA | Wacker Wealth Partners, LLC independent RIA | RIA to RIA | Feb 3, 2020 | Mar 18, 2020 (44 d) |
| Christina Noelle Kramlich | Parkside Advisors LLC independent RIA | Chicory Wealth independent RIA | RIA to RIA | Jul 22, 2019 | Oct 16, 2019 (86 d) |
| David George Born | Parkside Advisors LLC other | Brighton Jones LLC other | Other | Oct 6, 2017 | Aug 16, 2017 |
| Paul Lambert Perrino | Parkside Advisors LLC other | Ensemble Capital Management, LLC other | Other | Mar 25, 2016 | Mar 28, 2016 |
| Krystal D Fortner | Parkside Advisors LLC other | Brighton Jones LLC independent RIA | Other | Jan 4, 2016 | Apr 12, 2019 (1194 d) |
| Joshua Christian Schefers | Parkside Advisors LLC other | Heffernan Investment Advisors, Inc. other | Other | Jan 13, 2010 | Oct 29, 2010 (289 d) |
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11 moves match.