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 Bluesky Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Johanna Andrea Moya | Bluesky Wealth Advisors, LLC independent RIA | Evoadvisors independent RIA | RIA to RIA | Mar 10, 2025 | Jun 24, 2025 (106 d) |
| Thomas Craig Kwang-Soo Rasmussen | Bluesky Wealth Advisors, LLC independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Sep 25, 2024 | Oct 7, 2024 |
| James Grant Mosher | Bluesky Wealth Advisors, LLC independent RIA | Old Peak Finance independent RIA | RIA to RIA | Feb 28, 2024 | Mar 20, 2024 |
| Seth Mitchell Large | Bluesky Wealth Advisors, LLC independent RIA | Cook Wealth, LLC independent RIA | RIA to RIA | Aug 1, 2023 | Sep 6, 2023 (36 d) |
| Lyle Byron Maasdorp | Bluesky Wealth Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 11, 2022 | Jan 9, 2025 (1004 d) |
| Stephen Elliot Fletcher | Bluesky Wealth Advisors, LLC independent RIA | Evoadvisors independent RIA | RIA to RIA | Dec 22, 2021 | Jan 26, 2022 (35 d) |
| Stephen Frederick Horstmann | Bluesky Wealth Advisors, LLC independent RIA | Rtd Financial Advisors Inc independent RIA | RIA to RIA | Dec 22, 2021 | Jul 1, 2024 (922 d) |
| Bronwyn Shone | Bluesky Wealth Advisors, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Nov 24, 2021 | Dec 10, 2021 |
| Aaron Michael Szager | Bluesky Wealth Advisors, LLC independent RIA | Summitry, LLC independent RIA | RIA to RIA | Nov 9, 2018 | Jan 5, 2019 (57 d) |
| John Benjamin Gjertsen | Bluesky Wealth Advisors, LLC other | Paul Comstock Partners independent RIA | Other | Dec 15, 2017 | May 23, 2018 (159 d) |
| Richard Gross | Bluesky Wealth Advisors, LLC other | Shone Wealth Management other | Other | Nov 7, 2016 | Nov 14, 2016 |
| Ralph Gregory Latza | Bluesky Wealth Advisors, LLC other | Nr Smith & Associates, P.S. other | Other | Mar 11, 2016 | Mar 11, 2020 (1461 d) |
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12 moves match.