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
Lindsay Hambleton Sturmak
Certified Financial Planner
Feed of 09/14/2026
Also filed as Bud Sturmak
At current firm
6 y
since Dec 3, 2019
In the industry
28 y
since Jan 23, 1998 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Perigon Wealth Management, LLC independent RIA currentsince Dec 3, 2019 · San Francisco, Ca
- Rlp Wealth Advisors, LLC formerJan 24, 2018 to Jan 17, 2020 · Ridgewood, Nj
- Rlp Wealth Advisors, LLC formerNov 14, 2017 to Dec 31, 2017 · Ridgewood, Nj
- Bluesky Investment Management, LLC unclassifiedAug 31, 2016 to Oct 11, 2019 · Ridgewood, Nj
- Bluesky Investment Management, LLC unclassifiedJun 18, 2015 to Dec 31, 2016 · Ridgewood, Nj
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerNov 30, 2005 to Nov 2, 2017 · New York, Ny
- Walnut Street Securities, Inc. formerNov 6, 2003 to Nov 30, 2005 · New York, Ny
- Wells Fargo Investments, LLC unclassifiedAug 13, 2001 to Aug 21, 2002 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Rlp Wealth Advisors, LLC to Perigon Wealth Management, LLCleft Jan 17, 2020, registered Dec 3, 2019 (-45 days) · RIA to RIA · moved with a team
- Bluesky Investment Management, LLC to Rlp Wealth Advisors, LLCleft Oct 11, 2019, registered Nov 14, 2017 (-696 days) · Other
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Bluesky Investment Management, LLCleft Nov 2, 2017, registered Jun 18, 2015 (-868 days) · Other · moved with a team
- Walnut Street Securities, Inc. to National Planning Corporation ("Npc Of America" In Fl & Ny)left Nov 30, 2005, registered Nov 30, 2005 (0 days) · Other
- Wells Fargo Investments, LLC to Walnut Street Securities, Inc.left Aug 21, 2002, registered Nov 6, 2003 (442 days) · Other
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address