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 Paracle 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.

AdvisorFromToTypeLeftRegistered
Eric Martin SchuehleParacle Advisors LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 23, 2021Jun 24, 2021
Joshua E HarrisParacle Advisors LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 23, 2021Jun 24, 2021
Anne Marie StonichParacle Advisors LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 23, 2021Jun 24, 2021
Heather Lee KesslerParacle Advisors LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 23, 2021Jun 24, 2021
Claudina Elizebeth CampbellParacle Advisors LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 23, 2021Jun 24, 2021
David Kenneth McintoshParacle Advisors LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 23, 2021Jun 24, 2021
Kyle Berkley LarsonParacle Advisors LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 23, 2021Jun 24, 2021
David Bertram BigelowParacle Advisors LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 23, 2021Jun 23, 2021
Katherine M BerntsonParacle Advisors LLC independent RIAColdstream Wealth Management independent RIARIA to RIAJun 23, 2021Jun 24, 2021
Leslie Brooks RosenbergParacle Advisors LLC independent RIABlue Water Wealth independent RIARIA to RIAJun 1, 2021Jun 15, 2021
Aaren N StrandParacle Advisors LLC independent RIAAvier Wealth Advisors independent RIARIA to RIAMay 19, 2021Sep 21, 2021 (125 d)
Cherish Annhee SutullParacle Advisors LLC independent RIABlue Water Wealth independent RIARIA to RIANov 4, 2020Jun 16, 2021 (224 d)
Soren Milo EricksonParacle Advisors LLC otherLeader Capital Corp. otherOtherMay 24, 2016Aug 18, 2015
Paul Andrew HendersonParacle Advisors LLC otherLnw otherOtherAug 13, 2014Oct 16, 2014 (64 d)
Benjamin WicksParacle Advisors LLC otherCornerstone Advisors Inc otherOtherSep 1, 2009Sep 15, 2009
Page 1 of 1
15 moves match.