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 Parkworth Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Bruce Richard BartonParkworth Wealth Management, Inc. independent RIASavant Wealth Management independent RIARIA to RIASep 5, 2025Aug 1, 2025
Michal Adam ZylaParkworth Wealth Management, Inc. independent RIASavant Wealth Management independent RIARIA to RIASep 5, 2025Aug 1, 2025
Ian Maximilian GondaParkworth Wealth Management, Inc. independent RIASavant Wealth Management independent RIARIA to RIASep 5, 2025Aug 1, 2025
Sheac Yee Lim-HamiltonParkworth Wealth Management, Inc. independent RIASavant Wealth Management independent RIARIA to RIASep 5, 2025Aug 1, 2025
Christopher John MissirlianParkworth Wealth Management, Inc. independent RIAWealth Architects, LLC independent RIARIA to RIAAug 8, 2022Jan 1, 2025 (877 d)
Janet Lucinda JosselynParkworth Wealth Management, Inc. otherC-J Advisory, Inc. otherOtherJan 29, 2018Feb 20, 2018
Jovita Ruiz HonorParkworth Wealth Management, Inc. otherFounders Financial Network, LLC otherOtherFeb 23, 2011Jan 18, 2011
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7 moves match.