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
Blake W Mckibbin
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Blake Whitney Mckibbin
At current firm
2 y
since Dec 21, 2023
In the industry
17 y
since Oct 7, 2008 (earliest exam, job or registration)
Prior registered firms
4
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Composition Wealth, LLC independent RIA currentsince Dec 21, 2023 · Los Angeles, Ca
- Parcion Private Wealth LLC independent RIAJun 12, 2023 to Feb 1, 2024 · Bellevue, Wa
- RBC Capital Markets, LLC national BDSep 11, 2018 to Jun 27, 2023 · Minneapolis, Mn
- Syverson Strege independent RIAOct 24, 2017 to Apr 12, 2018 · West Des Moines, Ia
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 22, 2014 to Oct 5, 2017 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Parcion Private Wealth LLC to Composition Wealth, LLCleft Feb 1, 2024, registered Dec 21, 2023 (-42 days) · RIA to RIA
- RBC Capital Markets, LLC to Parcion Private Wealth LLCleft Jun 27, 2023, registered Jun 12, 2023 (-15 days) · Affiliated broker-dealer or bank to independent RIA
- Syverson Strege to RBC Capital Markets, LLCleft Apr 12, 2018, registered Sep 11, 2018 (152 days) · RIA to affiliated broker-dealer or bank
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Syverson Stregeleft Oct 5, 2017, registered Oct 24, 2017 (19 days) · Other
Signals
- Blake W Mckibbin left Parcion Private Wealth Llc for Composition Wealth, Llc (registered 2023-12-21)Feb 1, 2024 · Advisor changed firm · fact
- Blake W Mckibbin left Rbc Capital Markets, Llc for Parcion Private Wealth Llc (registered 2023-06-12)Jun 27, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address