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

Erin Danielle Bluske

Sanctuary Advisors, LLCBD affiliatedFort Worth, Txdual registrantIAPD 5499087

Certified Financial Planner

Feed of 09/14/2026

Also filed as Erin Danielle Neece

At current firm

0 y

since Aug 5, 2026

In the industry

18 y

since May 25, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Sanctuary Advisors, LLC BD affiliated current
since Aug 5, 2026 · Fort Worth, Tx
Newedge Advisors BD affiliated
Sep 19, 2024 to Jun 22, 2026 · Dallas, Tx
Osaic Wealth, Inc. BD affiliated
Nov 3, 2023 to Sep 20, 2024 · Dallas, Tx
Bfs Advisory Group, LLC unclassified
Mar 6, 2023 to Dec 31, 2024 · Dallas, Tx
Fsc Securities Corporation former
Oct 17, 2022 to Nov 3, 2023 · Dallas, Tx
Mercer Global Advisors Inc. independent RIA
Sep 2, 2021 to Oct 14, 2022 · Boulder, Co
Personal Capital Advisors Corporation former
Dec 5, 2018 to Aug 4, 2021 · Dallas, Tx
United Capital Financial Advisors independent RIA
Jun 13, 2018 to Nov 26, 2018 · Irving, Tx
Bfs Advisory Group, LLC unclassified
Mar 26, 2018 to Jun 26, 2018 · Dallas, Tx
Fsc Securities Corporation former
Apr 12, 2017 to Jun 12, 2018 · Dallas, Tx
Sagepoint Financial, Inc. former
Jun 15, 2015 to Apr 5, 2017 · Southlake, Tx
Gerald L. Ray & Associates, Ltd. former
Feb 28, 2014 to Jun 3, 2015 · Dallas, Tx
Sagepoint Financial, Inc. former
Jun 3, 2011 to Nov 5, 2013 · Southlake, Tx
Western Research And Management, L.L.C. former
Dec 8, 2009 to Dec 10, 2010 · Fort Worth, Tx
Morgan Stanley wirehouse
Jun 1, 2009 to Nov 11, 2009 · Dallas, Tx
Citigroup Global Markets Inc. BD affiliated
May 28, 2008 to Jun 1, 2009 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

Newedge Advisors to Sanctuary Advisors, LLC
left Jun 22, 2026, registered Aug 5, 2026 (44 days) · Affiliated broker-dealer or bank to another
Bfs Advisory Group, LLC to Osaic Wealth, Inc.
left Dec 31, 2024, registered Nov 3, 2023 (-424 days) · Other · moved with a team
Osaic Wealth, Inc. to Newedge Advisors
left Sep 20, 2024, registered Sep 19, 2024 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
Fsc Securities Corporation to Bfs Advisory Group, LLC
left Nov 3, 2023, registered Mar 6, 2023 (-242 days) · Other
Mercer Global Advisors Inc. to Fsc Securities Corporation
left Oct 14, 2022, registered Oct 17, 2022 (3 days) · RIA to affiliated broker-dealer or bank
Personal Capital Advisors Corporation to Mercer Global Advisors Inc.
left Aug 4, 2021, registered Sep 2, 2021 (29 days) · RIA to RIA
United Capital Financial Advisors to Personal Capital Advisors Corporation
left Nov 26, 2018, registered Dec 5, 2018 (9 days) · RIA to RIA
Bfs Advisory Group, LLC to United Capital Financial Advisors
left Jun 26, 2018, registered Jun 13, 2018 (-13 days) · Other
Fsc Securities Corporation to Bfs Advisory Group, LLC
left Jun 12, 2018, registered Mar 26, 2018 (-78 days) · Other
Sagepoint Financial, Inc. to Fsc Securities Corporation
left Apr 5, 2017, registered Apr 12, 2017 (7 days) · Other
Gerald L. Ray & Associates, Ltd. to Sagepoint Financial, Inc.
left Jun 3, 2015, registered Jun 15, 2015 (12 days) · Other
Sagepoint Financial, Inc. to Gerald L. Ray & Associates, Ltd.
left Nov 5, 2013, registered Feb 28, 2014 (115 days) · Other
Western Research And Management, L.L.C. to Sagepoint Financial, Inc.
left Dec 10, 2010, registered Jun 3, 2011 (175 days) · Other
Morgan Stanley to Western Research And Management, L.L.C.
left Nov 11, 2009, registered Dec 8, 2009 (27 days) · Other
Citigroup Global Markets Inc. to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

Signals

Erin Danielle Bluske left Newedge Advisors for Sanctuary Advisors, Llc (registered 2026-08-05)
Jun 22, 2026 · Advisor changed firm · fact
Erin Danielle Bluske left Bfs Advisory Group, Llc for Osaic Wealth, Inc. (registered 2023-11-03)
Dec 31, 2024 · Advisor changed firm · fact
Erin Danielle Bluske left Osaic Wealth, Inc. for Newedge Advisors (registered 2024-09-19)
Sep 20, 2024 · Advisor changed firm · fact
Erin Danielle Bluske left Fsc Securities Corporation for Bfs Advisory Group, Llc (registered 2023-03-06)
Nov 3, 2023 · Advisor changed firm · fact
Erin Danielle Bluske left Mercer Global Advisors Inc. for Fsc Securities Corporation (registered 2022-10-17)
Oct 14, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address