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

Shishun Kryskalla

Ameriprise Financial Services, LLCnational BDSan Mateo, Cadual registrantIAPD 6861555

Feed of 09/14/2026

Also filed as Shishun Okuyama

At current firm

2 y

since Aug 20, 2024

In the industry

10 y

since Feb 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ameriprise Financial Services, LLC national BD current
since Aug 20, 2024 · San Mateo, Ca
The Blakeley Group Inc former
Jan 24, 2024 to Aug 20, 2024 · Santa Clara, Ca
Morgan Stanley wirehouse
Dec 6, 2022 to Nov 8, 2023 · Menlo Park, Ca
UBS Financial Services Inc. wirehouse
Nov 16, 2021 to Nov 29, 2022 · Palo Alto, Ca
Mercer Global Advisors Inc. independent RIA
Jul 13, 2020 to Dec 31, 2020 · San Mateo, Ca

Moves

a registration end followed by a registration begin elsewhere

The Blakeley Group Inc to Ameriprise Financial Services, LLC
left Aug 20, 2024, registered Aug 20, 2024 (0 days) · Other
Morgan Stanley to The Blakeley Group Inc
left Nov 8, 2023, registered Jan 24, 2024 (77 days) · Other
UBS Financial Services Inc. to Morgan Stanley
left Nov 29, 2022, registered Dec 6, 2022 (7 days) · Wirehouse to wirehouse
Mercer Global Advisors Inc. to UBS Financial Services Inc.
left Dec 31, 2020, registered Nov 16, 2021 (320 days) · RIA to wirehouse

Signals

Shishun Kryskalla left The Blakeley Group Inc for Ameriprise Financial Services, Llc (registered 2024-08-20)
Aug 20, 2024 · Advisor changed firm · fact
Shishun Kryskalla left Morgan Stanley for The Blakeley Group Inc (registered 2024-01-24)
Nov 8, 2023 · Advisor changed firm · fact
Shishun Kryskalla left Ubs Financial Services Inc. for Morgan Stanley (registered 2022-12-06)
Nov 29, 2022 · 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: National broker-dealer RIAderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address