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.
Julie Lynn Skye
- Business email
- julie@sustainableadvisorsalliance.comreportedsustainableadvisorsalliance.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Sustainable Advisors Alliance LLC independent RIA currentsince Jan 4, 2021 · Tulsa, Ok
- Skye Advisors LLC unclassifiedJan 22, 2018 to Feb 25, 2022 · Tulsa, Ok
- Mariner BD affiliatedJul 22, 2015 to Dec 6, 2017 · Tulsa, Ok
- Mariner Wealth Advisors formerAug 15, 2014 to Dec 6, 2017 · Overland Park, Ks
- Firstpoint Financial, LLC formerAug 14, 2014 to Jan 21, 2016 · Leawood, Ks
- Native American Fund Advisors LLC otherSep 28, 2005 to Jul 21, 2014 · Tulsa, Ok
- Skye Advisors LLC to Sustainable Advisors Alliance LLCleft Feb 25, 2022, registered Jan 4, 2021 (-417 days) · Other
- Mariner Wealth Advisors to Marinerleft Dec 6, 2017, registered Jul 22, 2015 (-868 days) · Other
- Mariner to Skye Advisors LLCleft Dec 6, 2017, registered Jan 22, 2018 (47 days) · Other
- Firstpoint Financial, LLC to Mariner Wealth Advisorsleft Jan 21, 2016, registered Aug 15, 2014 (-524 days) · channel change inside one enterprise, not a move · moved with a team
- Native American Fund Advisors LLC to Firstpoint Financial, LLCleft Jul 21, 2014, registered Aug 14, 2014 (24 days) · Other
- Julie Lynn Skye left Skye Advisors Llc for Sustainable Advisors Alliance Llc (registered 2021-01-04)Feb 25, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address