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 Parr Mcknight Wealth Management Group
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 |
|---|---|---|---|---|---|
| John Patrick Obrien | Raymond James Financial Services Advisors, Inc BD affiliated | Parr Mcknight Wealth Management Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2025 | Mar 28, 2025 |
| Brian Carl Mcknight | Wells Fargo Advisors wirehouse | Parr Mcknight Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 3, 2024 | Aug 12, 2024 |
| Anthony Jason Parr | Wells Fargo Advisors wirehouse | Parr Mcknight Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 30, 2024 | Aug 12, 2024 |
| Mindy Marie Prow | Wells Fargo Advisors wirehouse | Parr Mcknight Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 23, 2024 | Aug 12, 2024 |
| Patricia Lynn Kavanagh | Wells Fargo Advisors wirehouse | Parr Mcknight Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 23, 2024 | Aug 13, 2024 |
| Nelson Thomas Moen | Wells Fargo Advisors wirehouse | Parr Mcknight Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 23, 2024 | Aug 14, 2024 |
| Joe Enzler | Wells Fargo Advisors wirehouse | Parr Mcknight Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 23, 2024 | Aug 14, 2024 |
| Emily Ann Noyes | Wells Fargo Advisors wirehouse | Parr Mcknight Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 22, 2024 | Aug 12, 2024 |
| Emily Dolan | Wells Fargo Advisors wirehouse | Parr Mcknight Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 21, 2024 | Aug 12, 2024 |
| John Stewart Rudi | Wells Fargo Advisors wirehouse | Parr Mcknight Wealth Management Group no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 16, 2024 | Aug 12, 2024 |
| Kelli Hill | Wells Fargo Advisors wirehouse | Parr Mcknight Wealth Management Group independent RIA | Wirehouse to independent RIA | Apr 26, 2024 | Sep 23, 2024 (150 d) |
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11 moves match.