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 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.

AdvisorFromToTypeLeftRegistered
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
Jennifer Ann DavisResource Investment Architects, Inc. otherSkyoak Capital, Inc. otherOtherFeb 17, 2011Jul 8, 2010
Donald Lyman WatsonResource Investment Architects, Inc. otherSkyoak Capital, Inc. otherOtherFeb 17, 2011Jul 29, 2010
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6 moves match.