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.
Registered advisor
Mitchell Lewis Bloom
Feed of 09/14/2026
At current firm
0 y
since Jul 14, 2026
In the industry
39 y
since Aug 28, 1987 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Bloom Financial, LLC state registered currentsince Jul 14, 2026 · Westminster, Co
- Fourstar Wealth Advisors, LLC independent RIAJul 6, 2023 to Feb 14, 2025 · Chicago, Il
- Bloom Financial, LLC state registeredDec 1, 2017 to Jan 31, 2024 · Westminster, Co
- Bloom Financial, LLC state registeredMar 15, 2017 to Oct 27, 2017 · Westminster, Co
- Cetera Advisor Networks LLC formerFeb 17, 2011 to Nov 13, 2017 · Livermore, Ca
- Qa3 Financial LLC unclassifiedNov 9, 2009 to Feb 11, 2011 · Broomfield, Co
- Cetera Advisors LLC formerJan 1, 1999 to Nov 2, 2009 · Westminster, Co
Moves
a registration end followed by a registration begin elsewhere
- Fourstar Wealth Advisors, LLC to Bloom Financial, LLCleft Feb 14, 2025, registered Jul 14, 2026 (515 days) · RIA to a state-registered adviser
- Bloom Financial, LLC to Fourstar Wealth Advisors, LLCleft Jan 31, 2024, registered Jul 6, 2023 (-209 days) · Other · moved with a team
- Cetera Advisor Networks LLC to Bloom Financial, LLCleft Nov 13, 2017, registered Mar 15, 2017 (-243 days) · Other
- Qa3 Financial LLC to Cetera Advisor Networks LLCleft Feb 11, 2011, registered Feb 17, 2011 (6 days) · Other
- Cetera Advisors LLC to Qa3 Financial LLCleft Nov 2, 2009, registered Nov 9, 2009 (7 days) · Other
Signals
- Mitchell Lewis Bloom left Fourstar Wealth Advisors, Llc for Bloom Financial, Llc (registered 2026-07-14)Feb 14, 2025 · Advisor changed firm · fact
- Mitchell Lewis Bloom left Bloom Financial, Llc for Fourstar Wealth Advisors, Llc (registered 2023-07-06)Jan 31, 2024 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address