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
Arrivals at Park Place Capital Corporation
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 |
|---|---|---|---|---|---|
| Sarah Walton Burchfield Cobb | Cahaba Wealth Management, Inc. independent RIA | Park Place Capital Corporation mixed wealth | RIA to RIA | Jun 9, 2025 | Jun 6, 2025 |
| Jake Morrison Heyer | LPL Financial LLC BD affiliated | Park Place Capital Corporation asset manager | Other | Apr 26, 2021 | Jun 26, 2020 |
| William Hubert Aycock | Doucet Asset Management, LLC other | Park Place Capital Corporation mixed wealth | Other | Dec 12, 2017 | Jul 28, 2025 (2785 d) |
| Matthew Haas Foster | LPL Financial LLC other | Park Place Capital Corporation asset manager | Other | Sep 1, 2017 | Jun 26, 2020 (1029 d) |
| Byron Todd Golden | Lanark Financial, Inc. other | Park Place Capital Corporation asset manager | Other | Nov 16, 2005 | Jun 26, 2020 (5336 d) |
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5 moves match.