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
Arrivals at 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 |
|---|---|---|---|---|---|
| Karsten Walker | First Financial Advisors unclassified | Blue Barn Wealth independent RIA | Other | Mar 11, 2025 | Mar 25, 2025 |
| Mark Thomas Sumsion | Strategis Financial Group, Inc other | Blue Barn Wealth independent RIA | Other | Sep 30, 2024 | Apr 22, 2024 |
| Scott Hunter Garbutt | Strategis Financial Group, Inc other | Blue Barn Wealth independent RIA | Other | Sep 30, 2024 | Apr 22, 2024 |
| Jeffrey Todd Brimhall | Blue Barn Wealth, LLC unclassified | Blue Barn Wealth independent RIA | Other | Apr 3, 2019 | Nov 13, 2017 |
| Leland Stanford Mccullough | Captrust institutional | Blue Barn Wealth independent RIA | Other | May 21, 2018 | Jul 20, 2023 (1886 d) |
| Hyrum Legrand Smith | Bfc Planning, Inc. other | Blue Barn Wealth independent RIA | Other | Jan 30, 2015 | Apr 2, 2015 (62 d) |
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6 moves match.