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 State Asset Management 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 |
|---|---|---|---|---|---|
| Laura Mok | Alapocas Investment Partners, Inc. independent RIA | Park State Asset Management LLC independent RIA | RIA to RIA | Oct 28, 2025 | Aug 19, 2025 |
| Daniel Alden Carman | Alapocas Investment Partners, Inc. independent RIA | Park State Asset Management LLC independent RIA | RIA to RIA | Oct 28, 2025 | Aug 6, 2025 |
| Samuel Bernard Cohen | Osaic Wealth, Inc. BD affiliated | Park State Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2025 | May 11, 2026 (250 d) |
| William Loemker Furber | High Street Advisors, L.P unclassified | Park State Asset Management LLC independent RIA | Other | Sep 14, 2010 | Jun 26, 2025 (5399 d) |
Page 1 of 1
4 moves match.