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 Park Piedmont 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 |
|---|---|---|---|---|---|
| Nicholas Louis Levinson | Park Piedmont Advisors LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 1, 2025 | Sep 14, 2025 |
| Richard Alan Backer | Park Piedmont Advisors LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 1, 2025 | Sep 12, 2025 |
| Thomas Malcolm Levinson | Park Piedmont Advisors LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 1, 2025 | Sep 14, 2025 |
| Samantha Ngooi | Park Piedmont Advisors LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 1, 2025 | Sep 12, 2025 |
| George J. Gotthold | Park Piedmont Advisors LLC independent RIA | Advisory Services Network independent RIA | RIA to RIA | Sep 9, 2025 | Sep 16, 2025 |
| Stuart David Greenberg | Park Piedmont Advisors LLC independent RIA | Advisory Services Network independent RIA | RIA to RIA | Sep 9, 2025 | Sep 2, 2025 |
| Doralee Grace Meyer | Park Piedmont Advisors LLC independent RIA | Wellacre Global Wealth Advisors independent RIA | RIA to RIA | Dec 9, 2021 | Dec 23, 2021 |
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7 moves match.