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
Skyler Craig Fredrickson
Certified Financial Planner
Feed of 09/14/2026
At current firm
7 y
since Oct 18, 2018
In the industry
18 y
since Sep 1, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- B.O.S.S. Retirement Advisors, LLC independent RIA currentsince Oct 18, 2018 · Lehi, Ut
- Columbia Advisory Partners, LLC independent RIAJun 30, 2016 to Oct 8, 2018 · Sandy, Ut
- Brookstone Capital Management LLC independent RIAMar 2, 2015 to Jun 29, 2016 · Midvale, Ut
- Planmember Securities Corporation independent RIANov 12, 2014 to Feb 26, 2015 · Murray, Ut
- Gwn Securities Inc. BD affiliatedFeb 28, 2011 to Nov 11, 2014 · Palm Beach Gardens, Fl
Moves
a registration end followed by a registration begin elsewhere
- Columbia Advisory Partners, LLC to B.O.S.S. Retirement Advisors, LLCleft Oct 8, 2018, registered Oct 18, 2018 (10 days) · RIA to RIA
- Brookstone Capital Management LLC to Columbia Advisory Partners, LLCleft Jun 29, 2016, registered Jun 30, 2016 (1 days) · Other
- Planmember Securities Corporation to Brookstone Capital Management LLCleft Feb 26, 2015, registered Mar 2, 2015 (4 days) · Other
- Gwn Securities Inc. to Planmember Securities Corporationleft Nov 11, 2014, registered Nov 12, 2014 (1 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address