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 Blueskye Investment Advisers, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Phillip Falk | Great Point Advisors LLC unclassified | Blueskye Investment Advisers, LLC state registered | Other | Dec 31, 2018 | Jul 30, 2019 (211 d) |
| Peter Henry Karnowski | Great Point Advisors LLC unclassified | Blueskye Investment Advisers, LLC state registered | Other | Dec 31, 2018 | Jul 30, 2019 (211 d) |
| Scott David Carl | Madison Avenue Securities, LLC independent RIA | Blueskye Investment Advisers, LLC state registered | RIA to a state-registered adviser | May 2, 2018 | Aug 13, 2019 (468 d) |
| Michael Mccausland | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Blueskye Investment Advisers, LLC state registered | Wirehouse to a state-registered adviser | Jun 19, 2015 | Jul 6, 2015 |
| Scott Arthur Kemps | Ariston Wealth Management, L.P. other | Blueskye Investment Advisers, LLC state registered | Other | Jul 9, 2013 | Oct 24, 2014 (472 d) |
| Dakota A Lawrence | Sterne Agee Asset Management, Inc. other | Blueskye Investment Advisers, LLC state registered | Other | Mar 19, 2012 | Apr 8, 2025 (4768 d) |
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6 moves match.