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 Paraklete Financial, 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 |
|---|---|---|---|---|---|
| Larry Stephen Mcnamara | Mcnamara Financial Planning, LLC unclassified | Paraklete Financial, Inc. state registered | Other | Oct 2, 2015 | Apr 15, 2024 (3118 d) |
| Angie Marie Grainger | Desmond Wealth Management, Inc. independent RIA | Paraklete Financial, Inc. state registered | RIA to a state-registered adviser | Jun 12, 2012 | Jun 21, 2012 |
| Tommy Neal Foushee | Jk Harris Advisors, LLC unclassified | Paraklete Financial, Inc. state registered | Other | Apr 16, 2010 | Mar 29, 2011 (347 d) |
| Susan Marie Tillery | Bmo Family Office, LLC other | Paraklete Financial, Inc. state registered | Other | Mar 8, 2007 | May 21, 2007 (74 d) |
| Thomas Neal Tillery | Cetera Advisors LLC other | Paraklete Financial, Inc. state registered | Other | Dec 4, 2006 | Feb 13, 2007 (71 d) |
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5 moves match.