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.
Advisor moves
Departures from Blue Barn Wealth
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Hyrum Legrand Smith | Blue Barn Wealth independent RIA | Livet Wealth, LLC no RAUM | RIA to a newly registered adviser | Feb 17, 2026 | Aug 20, 2025 |
| Wyatt Gordon Livingston | Blue Barn Wealth independent RIA | Livet Wealth, LLC no RAUM | RIA to a newly registered adviser | Feb 17, 2026 | Aug 20, 2025 |
| Taylor James Bell | Blue Barn Wealth independent RIA | Aequitas Financial, LLC state registered | RIA to a state-registered adviser | Jan 20, 2023 | Aug 14, 2023 (206 d) |
| Derek Paul Farley | Blue Barn Wealth independent RIA | Diversify Wealth Management LLC independent RIA | RIA to RIA | Dec 21, 2022 | Sep 26, 2022 |
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4 moves match.