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

Emily A Fluke

Sandy Cove Advisors, LLCindependent RIAHingham, MaIA-onlyIAPD 6363269

Certified Financial Planner

Feed of 09/14/2026

Also filed as Emily A Fluke

At current firm

1 y

since Aug 28, 2025

In the industry

10 y

since Dec 1, 2015 (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

Sandy Cove Advisors, LLC independent RIA current
since Aug 28, 2025 · Hingham, Ma
Citizens Private Wealth BD affiliated
Jun 11, 2024 to Jun 4, 2025 · Boston, Ma
Citizens Securities, Inc. BD affiliated
May 31, 2024 to Jun 4, 2025 · Boston, Ma
J.P. Morgan Securities LLC wirehouse
Mar 11, 2024 to Jun 1, 2024 · Boston, Ma
J.P. Morgan Private Wealth Advisors LLC former
Nov 16, 2016 to Jun 3, 2024 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

Citizens Private Wealth to Sandy Cove Advisors, LLC
left Jun 4, 2025, registered Aug 28, 2025 (85 days) · Affiliated broker-dealer or bank to independent RIA
Citizens Securities, Inc. to Citizens Private Wealth
left Jun 4, 2025, registered Jun 11, 2024 (-358 days) · Affiliated broker-dealer or bank to independent RIA
J.P. Morgan Private Wealth Advisors LLC to J.P. Morgan Securities LLC
left Jun 3, 2024, registered Mar 11, 2024 (-84 days) · channel change inside one enterprise, not a move
J.P. Morgan Securities LLC to Citizens Securities, Inc.
left Jun 1, 2024, registered May 31, 2024 (-1 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team

Signals

Emily A Fluke left Citizens Private Wealth for Sandy Cove Advisors, Llc (registered 2025-08-28)
Jun 4, 2025 · Advisor changed firm · fact
Emily A Fluke left Citizens Securities, Inc. for Citizens Private Wealth (registered 2024-06-11)
Jun 4, 2025 · Advisor changed firm · fact
Emily A Fluke left J.P. Morgan Securities Llc for Citizens Securities, Inc. (registered 2024-05-31)
Jun 1, 2024 · 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address