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 Franklin, Parlapiano, Turner & Welch 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 |
|---|---|---|---|---|---|
| Sheldon J Black | Mariner BD affiliated | Franklin, Parlapiano, Turner & Welch LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 11, 2026 | Jul 15, 2026 (65 d) |
| Joseph Warren Dyal | Legacy Wealth Management, LLC other | Franklin, Parlapiano, Turner & Welch LLC other | Other | Jun 3, 2014 | Jun 26, 2014 |
| Paul David Troyer | Northstar Wealth Advisors, LLC unclassified | Franklin, Parlapiano, Turner & Welch LLC other | Other | Dec 31, 2010 | Jan 3, 2011 |
| John Parlapiano | Cep Financial, LLC unclassified | Franklin, Parlapiano, Turner & Welch LLC other | Other | Jun 2, 2008 | May 28, 2008 |
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4 moves match.