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 Blue Line Capital
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 |
|---|---|---|---|---|---|
| Owen Winslow Hardy | Stenger Family Office, LLC independent RIA | Blue Line Capital independent RIA | RIA to RIA | Apr 29, 2026 | Jun 1, 2026 (33 d) |
| Jacob Shamblott | Bny Mellon Securities Corporation other | Blue Line Capital independent RIA | Other | Dec 13, 2023 | Mar 18, 2024 (96 d) |
| Phillip Eugen Streible | A. G. Edwards & Sons, Inc. unclassified | Blue Line Capital independent RIA | Other | Dec 6, 2002 | Apr 5, 2024 (7791 d) |
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3 moves match.