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 Park Edge 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 |
|---|---|---|---|---|---|
| Richard Wayne Lowrie | Stratos Wealth Advisors LLC independent RIA | Park Edge Advisors, LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Jun 22, 2022 |
| Matthew Eric Gordillo | Stratos Wealth Advisors LLC independent RIA | Park Edge Advisors, LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Jul 14, 2022 |
| Todd Clark Kalish | Mcdonald Partners LLC independent RIA | Park Edge Advisors, LLC no RAUM | RIA to a newly registered adviser | Jul 5, 2022 | Jul 1, 2022 |
| Kimberly Rudolph Murphy | Mcdonald Partners LLC independent RIA | Park Edge Advisors, LLC no RAUM | RIA to a newly registered adviser | Sep 30, 2020 | Jul 1, 2022 (639 d) |
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4 moves match.