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 Blueline Advisors
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 |
|---|---|---|---|---|---|
| Paula M Parrish | Ally Invest Advisors independent RIA | Blueline Advisors independent RIA | RIA to RIA | Aug 25, 2025 | Aug 7, 2026 (347 d) |
| Eric Robert Giacobba | Gia Investment Advisors LLC unclassified | Blueline Advisors independent RIA | Other | Dec 20, 2022 | Mar 16, 2022 |
| Frank Charles Sabin | Weyland Capital Management LLC other | Blueline Advisors other | Other | May 10, 2012 | Jul 20, 2012 (71 d) |
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3 moves match.