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.
Joyce Virginia Bloomquist
- Title
- Financial Advisorreportedempirical.netfirm site, Sep 15, 2026
- Designations
- CFP, CDFAreportedempirical.netas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reportedempirical.net“Joyce is a seasoned financial advisor with over 20 years of experience in personal finance and wealth management.”
- Professional profile
- empirical.net/team-member/joyce-bloomquistreportedempirical.netfirm site, Sep 15, 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.
- Empirical Wealth Management independent RIA currentsince Oct 2, 2024 · Bellevue, Wa
- Apella Wealth independent RIAJan 6, 2021 to Sep 17, 2024 · West Hartford, Ct
- Vestory, LLC formerJun 12, 2019 to Dec 31, 2020 · Bellevue, Wa
- Soundmark Wealth Management, LLC formerJan 16, 2008 to Apr 22, 2019 · Kirkland, Wa
- Pacific Asset Management, LLC independent RIAFeb 25, 2005 to Dec 31, 2007 · Kirkland, Wa
- Apella Wealth to Empirical Wealth Managementleft Sep 17, 2024, registered Oct 2, 2024 (15 days) · RIA to RIA
- Vestory, LLC to Apella Wealthleft Dec 31, 2020, registered Jan 6, 2021 (6 days) · RIA to RIA · moved with a team
- Soundmark Wealth Management, LLC to Vestory, LLCleft Apr 22, 2019, registered Jun 12, 2019 (51 days) · RIA to RIA
- Pacific Asset Management, LLC to Soundmark Wealth Management, LLCleft Dec 31, 2007, registered Jan 16, 2008 (16 days) · Other
- Joyce Virginia Bloomquist left Apella Wealth for Empirical Wealth Management (registered 2024-10-02)Sep 17, 2024 · 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address