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 San Blas Advisory, 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
Stephen Alan ColavitoSb Advisory, LLC independent RIASan Blas Advisory, Inc. independent RIARIA to RIAJun 26, 2026Jun 12, 2023
Ronald LitteralSb Advisory, LLC independent RIASan Blas Advisory, Inc. independent RIARIA to RIAMar 23, 2026Nov 6, 2025
Walter Macree HesterNamcoa otherSan Blas Advisory, Inc. independent RIAOtherJul 17, 2025Sep 22, 2025 (67 d)
John Burton RowoldtVoya Financial Advisors, Inc. BD affiliatedSan Blas Advisory, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 15, 2025Apr 16, 2025
Scott Michael BremusEudaimonia Partners, LLC independent RIASan Blas Advisory, Inc. independent RIARIA to RIAApr 2, 2025Mar 31, 2025
Ronald B DoweidtExodus Wealth, LLC independent RIASan Blas Advisory, Inc. independent RIARIA to RIAJan 7, 2022Apr 4, 2022 (87 d)
Stephen T GlasgowSb Advisory, LLC independent RIASan Blas Advisory, Inc. independent RIARIA to RIANov 4, 2021Sep 10, 2021
Clemont Lee BevillSilver Oak Securities, Inc. BD affiliatedSan Blas Advisory, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 22, 2021Jul 8, 2021
Hyacinth Renee SikesSb Advisory, LLC independent RIASan Blas Advisory, Inc. independent RIARIA to RIADec 31, 2020Jan 10, 2020
Janet Marie Bentley-EwersInvictus Capital Investors independent RIASan Blas Advisory, Inc. independent RIARIA to RIADec 31, 2019Feb 11, 2019
Jarrett S FriersonInvictus Capital Investors independent RIASan Blas Advisory, Inc. independent RIARIA to RIASep 13, 2019Nov 6, 2019 (54 d)
Janet Marie Bentley-EwersInvictus Capital Investors independent RIASan Blas Advisory, Inc. independent RIARIA to RIADec 31, 2018Nov 2, 2018
Patrick Allan ThomasPrivate Wealth Advisory Group, Inc. unclassifiedSan Blas Advisory, Inc. independent RIAOtherDec 9, 2016Aug 5, 2019 (969 d)
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13 moves match.