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 Skyoak Capital, Inc.
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 |
|---|---|---|---|---|---|
| Jason Christopher Stuhmer | Skyoak Capital, Inc. independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Mar 4, 2026 | Mar 13, 2026 |
| Jordan Bradford Peterson | Skyoak Capital, Inc. independent RIA | Capital Advisors, Inc. independent RIA | RIA to RIA | Jul 13, 2022 | Aug 4, 2022 |
| Jennifer Ann Davis | Skyoak Capital, Inc. independent RIA | Skyoak Wealth no RAUM | RIA to a newly registered adviser | Mar 29, 2019 | Feb 21, 2019 |
| Damien Dukes Rennie | Skyoak Capital, Inc. independent RIA | Skyoak Wealth no RAUM | RIA to a newly registered adviser | Mar 29, 2019 | Feb 22, 2019 |
| Donald Lyman Watson | Skyoak Capital, Inc. other | Go Wealth Management mixed wealth | Other | Feb 2, 2018 | Jan 1, 2025 (2525 d) |
| Adam B Wright | Skyoak Capital, Inc. other | Center Street Advisors, Inc. no RAUM | Other | Jun 30, 2015 | Mar 16, 2016 (260 d) |
| Anika Rose Hedstrom | Skyoak Capital, Inc. other | Vista Capital Partners, Inc. other | Other | Sep 29, 2014 | Apr 16, 2015 (199 d) |
Page 1 of 1
7 moves match.