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 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 |
|---|---|---|---|---|---|
| Craig Thomas Simmons | Bks Advisors, LLC independent RIA | Skyoak Wealth no RAUM | RIA to a newly registered adviser | Dec 2, 2019 | Feb 22, 2019 |
| Kenneth Grahm Brandt | Bks Advisors, LLC independent RIA | Skyoak Wealth no RAUM | RIA to a newly registered adviser | Dec 2, 2019 | Feb 22, 2019 |
| Jeremy Scott Brandt | Bks Advisors, LLC independent RIA | Skyoak Wealth no RAUM | RIA to a newly registered adviser | Dec 2, 2019 | Feb 22, 2019 |
| Don Bradley Gill III | Bks Advisors, LLC independent RIA | Skyoak Wealth no RAUM | RIA to a newly registered adviser | Dec 2, 2019 | Feb 22, 2019 |
| Jordan Bradford Peterson | One Wealth Map, LLC independent RIA | Skyoak Wealth independent RIA | RIA to RIA | May 15, 2019 | May 15, 2019 |
| Jennifer Ann Davis | Skyoak Capital, Inc. independent RIA | Skyoak Wealth no RAUM | RIA to a newly registered adviser | Mar 29, 2019 | Feb 21, 2019 |
| Damien Dukes Rennie | Skyoak Capital, Inc. independent RIA | Skyoak Wealth no RAUM | RIA to a newly registered adviser | Mar 29, 2019 | Feb 22, 2019 |
| Roger Thomas Denha | Bks Advisors, LLC independent RIA | Skyoak Wealth independent RIA | RIA to RIA | Aug 28, 2018 | Sep 24, 2025 (2584 d) |
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8 moves match.