DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Parallel 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
Kipp Christopher GollRulapaugh Stanley E CFA unclassifiedParallel Advisors, LLC independent RIAOtherDec 31, 2011Jan 23, 2023 (4041 d)
Donald Steven CuppyRulapaugh Stanley E CFA unclassifiedParallel Advisors, LLC independent RIAOtherDec 31, 2011Jan 24, 2023 (4042 d)
Christopher Cother PowersMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseParallel Advisors, LLC otherOtherFeb 1, 2011Feb 11, 2011
Victor Shihchong LiaoLuminous Capital, LLC otherParallel Advisors, LLC otherOtherOct 20, 2010Jul 18, 2011 (271 d)
James Andrews MillsFirst Financial Equity Corporation otherParallel Advisors, LLC otherOtherJul 12, 2010Jul 13, 2010
Alexandra WlassowskyMorgan Stanley wirehouseParallel Advisors, LLC otherOtherApr 14, 2010Jul 15, 2010 (92 d)
Robert John HigginsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseParallel Advisors, LLC otherOtherSep 10, 2009Sep 9, 2009
Charles Lucas HatchWells Fargo Advisors wirehouseParallel Advisors, LLC otherOtherSep 10, 2009Sep 25, 2009
Jacob Frederick SchuttMorgan Stanley & Co. LLC unclassifiedParallel Advisors, LLC otherOtherMay 22, 2007May 18, 2007
Jerry Eilert RendicUBS Financial Services Inc. wirehouseParallel Advisors, LLC otherOtherJun 1, 2006Aug 4, 2006 (64 d)
Jason Marshall BeccarisErnst & Young Investment Advisers Llp no RAUMParallel Advisors, LLC otherOtherJun 23, 2003Aug 17, 2009 (2247 d)
Kevin Michael WilliamsonWells Fargo Investments, LLC unclassifiedParallel Advisors, LLC independent RIAOtherDec 17, 2002Jul 7, 2023 (7507 d)
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72 moves match.