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 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.

AdvisorFromToTypeLeftRegistered
John A. StatonEquitable Advisors, LLC national BDBluesky Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 13, 2023Jan 5, 2024
James Grant MosherMerit Wealth Management, LLC unclassifiedBluesky Wealth Advisors, LLC independent RIAOtherMar 16, 2023Mar 9, 2023
Thomas Craig Kwang-Soo RasmussenEp Wealth Advisors independent RIABluesky Wealth Advisors, LLC independent RIARIA to RIASep 15, 2021May 19, 2022 (246 d)
John Benjamin GjertsenPaul Comstock Partners independent RIABluesky Wealth Advisors, LLC independent RIARIA to RIAJul 23, 2018Sep 19, 2018 (58 d)
Tara Lorraine HughesAltrius Capital Management, Inc. independent RIABluesky Wealth Advisors, LLC independent RIARIA to RIAMay 29, 2018Jul 15, 2022 (1508 d)
Christie Lynn BonacciAltrius Capital Management, Inc. otherBluesky Wealth Advisors, LLC independent RIAOtherMar 5, 2018May 26, 2020 (813 d)
Stephen Elliot FletcherAj Wealth otherBluesky Wealth Advisors, LLC otherOtherAug 10, 2016Aug 23, 2016
Aaron Michael SzagerDelta Financial Advisors, Inc otherBluesky Wealth Advisors, LLC otherOtherFeb 24, 2016Aug 24, 2016 (182 d)
Ralph Gregory LatzaLifestream Financial, Inc. unclassifiedBluesky Wealth Advisors, LLC otherOtherOct 6, 2015Aug 27, 2015
Bronwyn ShonePleasanton Financial Advisors otherBluesky Wealth Advisors, LLC otherOtherNov 27, 2013Sep 18, 2013
Richard GrossPleasanton Financial Advisors otherBluesky Wealth Advisors, LLC otherOtherNov 27, 2013Sep 18, 2013
Madeline ValentePleasanton Financial Advisors otherBluesky Wealth Advisors, LLC otherOtherNov 27, 2013Sep 18, 2013
John Benjamin GjertsenSteadfast Financial Services state registeredBluesky Wealth Advisors, LLC otherOtherApr 5, 2010Apr 19, 2010
Page 1 of 1
13 moves match.