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 Shore Partners 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 |
|---|---|---|---|---|---|
| Nicole Marie Jackmack | Park Shore Partners LLC asset manager | Hbks Wealth Advisors independent RIA | Other | Jul 24, 2026 | Jul 15, 2021 |
| Jennifer Liy Di Lorenzo | Park Shore Partners LLC asset manager | Hbks Wealth Advisors independent RIA | Other | Jul 24, 2026 | Jul 29, 2021 |
| Denise Williams | Park Shore Partners LLC asset manager | J.P. Morgan Securities LLC wirehouse | Other | Feb 21, 2025 | Aug 19, 2025 (179 d) |
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3 moves match.