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 Paracle 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Kenneth Mcintosh | Fisher Investments other | Paracle Advisors LLC other | Other | Jul 28, 2015 | Aug 11, 2015 |
| Cherish Annhee Sutull | Bmo Family Office, LLC other | Paracle Advisors LLC other | Other | Jun 4, 2013 | Jun 25, 2013 |
| Eric Martin Schuehle | UBS Financial Services Inc. wirehouse | Paracle Advisors LLC other | Other | Mar 26, 2009 | Jun 2, 2010 (433 d) |
| Claudina Elizebeth Campbell | Brighton Jones LLC other | Paracle Advisors LLC other | Other | Feb 5, 2009 | Jan 20, 2009 |
| Joshua E Harris | Brighton Jones LLC other | Paracle Advisors LLC other | Other | Feb 25, 2004 | Mar 9, 2004 |
| Anne Marie Stonich | Brighton Jones LLC other | Paracle Advisors LLC other | Other | Feb 25, 2004 | Mar 9, 2004 |
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6 moves match.