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 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.

AdvisorFromToTypeLeftRegistered
Joseph Louis HegenerSkyoak Wealth independent RIARaamps, LLC asset managerOtherOct 3, 2022Jan 29, 2020
Jennifer Ann DavisSkyoak Wealth independent RIASkyoak Capital, Inc. independent RIARIA to RIAJul 1, 2020Nov 5, 2024 (1588 d)
Damien Dukes RennieSkyoak Wealth independent RIASkyoak Capital, Inc. independent RIARIA to RIAJul 1, 2020Dec 16, 2024 (1629 d)
Jason Christopher StuhmerSkyoak Wealth independent RIASkyoak Capital, Inc. independent RIARIA to RIAJul 1, 2020Jul 7, 2020
Jordan Bradford PetersonSkyoak Wealth independent RIASkyoak Capital, Inc. independent RIARIA to RIAJul 1, 2020Jul 7, 2020
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5 moves match.