DFX Intelligence
Advisor moves
Arrivals at Pariax Private Wealth Management
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 |
|---|---|---|---|---|---|
| Aria Khalili | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Pariax Private Wealth Management no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 10, 2019 | Jun 11, 2019 |
| Ryan Domenico | Charles Schwab & Co., Inc. national BD | Pariax Private Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 28, 2019 | Jul 19, 2019 (113 d) |
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2 moves match.