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 Parkside Investments, 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 |
|---|---|---|---|---|---|
| Christopher Irving Engelman | Cedar Hill Associates, LLC bank affiliated | Parkside Investments, LLC independent RIA | Other | Mar 13, 2019 | Jan 15, 2019 |
| Debbiann Frenzel | Cedar Hill Associates, LLC bank affiliated | Parkside Investments, LLC independent RIA | Other | Apr 18, 2018 | May 2, 2018 |
| John Charles Kearney | Cedar Hill Associates, LLC other | Parkside Investments, LLC other | Other | Apr 17, 2017 | Jul 27, 2017 (101 d) |
| Alan (Nmn) Cole | Cedar Hill Associates, LLC other | Parkside Investments, LLC other | Other | Feb 1, 2017 | Jul 27, 2017 (176 d) |
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4 moves match.