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
Becki Kathleen Sutton
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Becki Kathleen Steidley
At current firm
2 y
since Jan 10, 2024
In the industry
28 y
since Oct 16, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Bks Wealth LLC state registered currentsince Jan 10, 2024 · Scottsdale, Az
- Jbl Wealth Strategies unclassifiedNov 15, 2021 to Mar 29, 2024 · El Cajon, Ca
- Wfa Of San Diego independent RIAJan 19, 2021 to Nov 15, 2021 · San Diego, Ca
- Financial Sense Advisors, Inc. independent RIAJul 31, 2015 to Apr 6, 2020 · San Diego, Ca
- Brandes Investment Partners, LP otherOct 16, 1997 to Dec 9, 2011 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Jbl Wealth Strategies to Bks Wealth LLCleft Mar 29, 2024, registered Jan 10, 2024 (-79 days) · Other
- Wfa Of San Diego to Jbl Wealth Strategiesleft Nov 15, 2021, registered Nov 15, 2021 (0 days) · Other
- Financial Sense Advisors, Inc. to Wfa Of San Diegoleft Apr 6, 2020, registered Jan 19, 2021 (288 days) · RIA to a newly registered adviser
- Brandes Investment Partners, LP to Financial Sense Advisors, Inc.left Dec 9, 2011, registered Jul 31, 2015 (1330 days) · Other
Signals
- Becki Kathleen Sutton left Jbl Wealth Strategies for Bks Wealth Llc (registered 2024-01-10)Mar 29, 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address