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 Skybound Wealth USA
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 |
|---|---|---|---|---|---|
| Haley Sue Hazem | Prime Capital Financial mixed wealth | Skybound Wealth USA independent RIA | RIA to RIA | Apr 21, 2026 | May 4, 2026 |
| Joselyn Pfeil | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Skybound Wealth USA independent RIA | Wirehouse to independent RIA | Jan 7, 2026 | Feb 4, 2026 |
| Liam Sullivan Pierre Luci Fraboulet | Edward Jones national BD | Skybound Wealth USA independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2025 | Jul 17, 2026 (283 d) |
| Benjamin John Hadley | Brite Advisors USA, Inc. independent RIA | Skybound Wealth USA independent RIA | RIA to RIA | Dec 31, 2024 | May 28, 2024 |
| Jack Stanley Lamb | Brite Advisors USA, Inc. independent RIA | Skybound Wealth USA independent RIA | RIA to RIA | Jul 9, 2024 | Jun 7, 2024 |
| Andrew Graham Mckay | Cuso Financial Services, L.P. BD affiliated | Skybound Wealth USA independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 10, 2022 | Apr 29, 2024 (689 d) |
| Craig Nicholas Murrin | Beacon Global Advisor Network, LLC independent RIA | Skybound Wealth USA independent RIA | RIA to RIA | May 3, 2021 | May 10, 2021 |
| Mark Robert Langley | Beacon Global Advisor Network, LLC independent RIA | Skybound Wealth USA independent RIA | RIA to RIA | May 3, 2021 | May 12, 2021 |
| Lewis Jay Ringham | Beacon Global Advisor Network, LLC independent RIA | Skybound Wealth USA independent RIA | RIA to RIA | Apr 30, 2021 | May 12, 2021 |
| Michael Andre Jordan | Beacon Global Advisor Network, LLC independent RIA | Skybound Wealth USA independent RIA | RIA to RIA | Apr 30, 2021 | May 12, 2021 |
| Nicolas Justin Mauricio | Beacon Global Advisor Network, LLC independent RIA | Skybound Wealth USA independent RIA | RIA to RIA | Apr 29, 2021 | May 12, 2021 |
| Daniel Mesa | Beacon Global Advisor Network, LLC independent RIA | Skybound Wealth USA independent RIA | RIA to RIA | Apr 29, 2021 | May 12, 2021 |
| Thomas Michael Pewtress | Beacon Global Advisor Network, LLC independent RIA | Skybound Wealth USA independent RIA | RIA to RIA | Apr 29, 2021 | May 12, 2021 |
| Simon Edmund Putt | Beacon Global Advisor Network, LLC independent RIA | Skybound Wealth USA independent RIA | RIA to RIA | Apr 29, 2021 | May 12, 2021 |
| Sam Mark Ling | Beacon Global Advisor Network, LLC independent RIA | Skybound Wealth USA independent RIA | RIA to RIA | Apr 29, 2021 | Jul 6, 2021 (68 d) |
| Nathan Charles Tarr | Beacon Global Advisor Network, LLC independent RIA | Skybound Wealth USA independent RIA | RIA to RIA | Apr 28, 2021 | May 12, 2021 |
| Kumar Hemant Patel | Brite Advisors USA, Inc. other | Skybound Wealth USA independent RIA | Other | Jan 3, 2017 | Jul 23, 2025 (3123 d) |
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17 moves match.