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 Parkway Wealth Management Group, 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 |
|---|---|---|---|---|---|
| John Strickland | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 1, 2025 |
| Tamlyn Ray Baker | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 1, 2025 |
| Robert Dwight Mcmeen | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 1, 2025 |
| Joel Marshall Hackney | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 1, 2025 |
| Charles Grien Triplett | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 2, 2025 |
| Holly Elizabeth Pace | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 1, 2025 |
| Ricky Earl Brown | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 1, 2025 |
| Scarlett Rebecca Long | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 1, 2025 |
| Chris Oberling | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 1, 2025 |
| Christopher David Colon | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 1, 2025 |
| Gavin Ray Baker | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 1, 2025 |
| Tyler West Hastings | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 4, 2025 |
| Helen Foster Hackney Conley | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 1, 2025 |
| Joshua Wardle | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 1, 2025 |
| Michael Branch | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 1, 2025 |
| Michael Jack Goodman | Raymond James Financial Services Advisors, Inc BD affiliated | Parkway Wealth Management Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 31, 2025 | Apr 1, 2025 |
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16 moves match.