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 Parker Financial 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 |
|---|---|---|---|---|---|
| Brandon T Miller | Parker Financial LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jun 4, 2025 | Sep 8, 2025 (96 d) |
| Robert Severin Harkson | Parker Financial LLC independent RIA | Phase 2 Wealth Advisors LLC unclassified | Other | Feb 15, 2017 | May 4, 2017 (78 d) |
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2 moves match.