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 Parcion Private Wealth 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 |
|---|---|---|---|---|---|
| Daniel Fox Walker | Parcion Private Wealth LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Mar 12, 2026 | Jul 22, 2026 (132 d) |
| Jacob David Mahoney | Parcion Private Wealth LLC independent RIA | Fort Point Capital Partners LLC independent RIA | RIA to RIA | Feb 24, 2026 | Mar 27, 2026 (31 d) |
| Jacob Benson | Parcion Private Wealth LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jun 18, 2025 | Feb 3, 2026 (230 d) |
| Tim William Bond | Parcion Private Wealth LLC independent RIA | Russell Investments institutional | Other | May 13, 2025 | Mar 5, 2025 |
| Brendan Michael Sullivan | Parcion Private Wealth LLC independent RIA | Scs independent RIA | RIA to RIA | Dec 18, 2024 | Sep 25, 2025 (281 d) |
| Kevin Cheng-Yun Chen | Parcion Private Wealth LLC independent RIA | Scs independent RIA | RIA to RIA | Nov 13, 2024 | Feb 24, 2025 (103 d) |
| Owen Hudson Ferra Hymel | Parcion Private Wealth LLC independent RIA | Iconiq Capital, LLC other | Other | Oct 18, 2024 | Feb 5, 2025 (110 d) |
| Harlan Jason Shulevitz | Parcion Private Wealth LLC independent RIA | Creative Planning independent RIA | RIA to RIA | Sep 25, 2024 | Nov 5, 2025 (406 d) |
| Emma Lea-Biles | Parcion Private Wealth LLC independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | Mar 27, 2024 | Nov 26, 2024 (244 d) |
| Blake W Mckibbin | Parcion Private Wealth LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Feb 1, 2024 | Dec 21, 2023 |
| John Andre De Carvalho | Parcion Private Wealth LLC independent RIA | Integrated Wealth Concepts LLC independent RIA | RIA to RIA | Dec 8, 2023 | Apr 16, 2026 (860 d) |
| James Lawrence Moore | Parcion Private Wealth LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Nov 17, 2023 | Dec 14, 2023 |
| Lars Henrikson | Parcion Private Wealth LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 13, 2023 | Aug 10, 2026 (1124 d) |
| Christopher Stewart Mcnabb | Parcion Private Wealth LLC independent RIA | Aldrich Wealth LP independent RIA | RIA to RIA | Apr 3, 2023 | Apr 13, 2023 |
| Patrick Robert Fletcher | Parcion Private Wealth LLC independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | Mar 24, 2022 | Aug 4, 2022 (133 d) |
| Galen Camp | Parcion Private Wealth LLC independent RIA | Freestone Capital Management, LLC independent RIA | RIA to RIA | Feb 15, 2022 | Feb 28, 2022 |
| Kyle Kosuke Ha'Aheo Caouette | Parcion Private Wealth LLC independent RIA | Simplified Wealth Strategies unclassified | Other | Jan 3, 2022 | Jan 16, 2022 |
| Mary Johnson | Parcion Private Wealth LLC independent RIA | Northwest Capital Management Inc. institutional | Other | Nov 4, 2021 | Dec 5, 2021 (31 d) |
| Ryan James Halleran | Parcion Private Wealth LLC independent RIA | D.A. Davidson & Co. independent RIA | RIA to RIA | Jul 1, 2021 | Jul 23, 2021 |
| William Cole Anderson | Parcion Private Wealth LLC independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | May 6, 2021 | Nov 16, 2023 (924 d) |
| Michael David Kjell Raine | Parcion Private Wealth LLC independent RIA | Pathstone independent RIA | RIA to RIA | Dec 11, 2020 | May 7, 2021 (147 d) |
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21 moves match.