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

Jarriet Burnell Bluitt

Wells Fargo AdvisorswirehouseFort Worth, Tx dual registrantIAPD 6150320

Feed of 09/15/2026

Also filed as Jody Jarriet Bluitt

At current firm

1 y

since Nov 12, 2024

In the industry

11 y

since Oct 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since Nov 12, 2024 · Dallas, Tx
Stifel Independent Advisors, LLC BD affiliated
Jun 12, 2023 to Nov 29, 2024 · St. Louis, Mo
Rfg Advisory, LLC independent RIA
Aug 7, 2020 to Jun 15, 2023 · Vestavia Hills, Al
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Sep 10, 2018 to Aug 11, 2020 · Shreveport, La
Capital One Advisors, LLC former
Dec 7, 2015 to Apr 6, 2018 · Mclean, Va

Moves

a registration end followed by a registration begin elsewhere

Stifel Independent Advisors, LLC to Wells Fargo Advisors
left Nov 29, 2024, registered Nov 12, 2024 (-17 days) · Affiliated broker-dealer or bank to wirehouse
Rfg Advisory, LLC to Stifel Independent Advisors, LLC
left Jun 15, 2023, registered Jun 12, 2023 (-3 days) · RIA to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Rfg Advisory, LLC
left Aug 11, 2020, registered Aug 7, 2020 (-4 days) · Wirehouse to independent RIA
Capital One Advisors, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Apr 6, 2018, registered Sep 10, 2018 (157 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Jarriet Burnell Bluitt left Stifel Independent Advisors, Llc for Wells Fargo Advisors (registered 2024-11-12)
Nov 29, 2024 · Advisor changed firm · fact
Jarriet Burnell Bluitt left Rfg Advisory, Llc for Stifel Independent Advisors, Llc (registered 2023-06-12)
Jun 15, 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: Wirehousederived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address