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
Daan Sebastian Mutsaers
Feed of 09/14/2026
At current firm
0 y
since Jun 26, 2026
In the industry
10 y
since Apr 1, 2016 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Jun 26, 2026 · Atlanta, Ga
- Raymond James & Associates, Inc. national BDMar 25, 2021 to Jun 26, 2026 · Cumming, Ga
- Bluerock Wealth Management, LLC formerJun 22, 2020 to Sep 29, 2020 · Alpharetta, Ga
- Truewealth Management formerSep 13, 2018 to May 18, 2020 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Raymond James & Associates, Inc. to Raymond James Financial Services Advisors, Incleft Jun 26, 2026, registered Jun 26, 2026 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- Bluerock Wealth Management, LLC to Raymond James & Associates, Inc.left Sep 29, 2020, registered Mar 25, 2021 (177 days) · RIA to affiliated broker-dealer or bank
- Truewealth Management to Bluerock Wealth Management, LLCleft May 18, 2020, registered Jun 22, 2020 (35 days) · RIA to RIA
Signals
- Daan Sebastian Mutsaers left Raymond James & Associates, Inc. for Raymond James Financial Services Advisors, Inc (registered 2026-06-26)Jun 26, 2026 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address