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 C. F. Parks & Co., Inc.
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 |
|---|---|---|---|---|---|
| Patrick Gerard Schultz | Hobart Wealth independent RIA | C. F. Parks & Co., Inc. other | Other | Jan 15, 2025 | Jan 15, 2025 |
| Andrew Edward Fisher | Novare Capital Management independent RIA | C. F. Parks & Co., Inc. other | Other | Sep 25, 2023 | Oct 11, 2023 |
| Franklin Britt Borders | LPL Financial LLC BD affiliated | C. F. Parks & Co., Inc. other | Other | Jun 1, 2020 | Jun 2, 2020 |
| Jason Michael Shell | Wells Fargo Advisors wirehouse | C. F. Parks & Co., Inc. other | Other | Mar 16, 2005 | Jun 13, 2005 (89 d) |
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4 moves match.