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 Oak Capital LLC
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 |
|---|---|---|---|---|---|
| Thomas Alan Baker | Blue Oak Capital LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Jul 17, 2025 | Jul 1, 2025 |
| Matthew Brice Kenaston | Blue Oak Capital LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 5, 2024 | Oct 25, 2024 |
| Emilie Remmerde Goldman | Blue Oak Capital LLC other | Tamarind Financial Planning state registered | Other | Oct 19, 2010 | Jan 13, 2011 (86 d) |
Page 1 of 1
3 moves match.