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Bluesky Wealth Advisors, LLC CRD 116760
$1.00B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2131 S Glenburnie Road Suite 8, New Bern, NC 28562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-05 |
| NC | RA | APPROVED | 2003-07-24 |
Branch Locations
2131 S. Glenburnie Road Suite 8, New Bern, NC 28562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluesky Wealth Advisors, Llc, (Fka D.L. Blain & Co., Llc) | New Bern | NC | 09/1999 | Present |
Owner of Swift Creek Plantation LLC, a real estate holding and development company located in New Bern, NC. He devotes less than 2 hours per week to this activity and no investment advisory clients are solicited to invest in this company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-23 |
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