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.

Registered advisor

Steven Brian Girard

Northstar Financial Companies, Inc.independent RIAConshohocken, PaIA-onlyIAPD 2267878

Feed of 09/14/2026

Also filed as Steve Girard

At current firm

23 y

since Jan 28, 2003

In the industry

33 y

since Oct 1, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Principal/CEOreportednorthstarfci.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Northstar Financial Companies, Inc. independent RIA current
since Jan 28, 2003 · Conshohocken, Pa
Longview Wealth Management independent RIA
Jan 3, 2018 to Dec 31, 2018 · Conshohocken, Pa
Cambridge Investment Research Advisors, Inc. BD affiliated
Mar 10, 2008 to Feb 5, 2013 · Conshohocken, Pa
Commonwealth Financial Network national BD
Oct 12, 2005 to Mar 10, 2008 · Conshohocken, Pa
Equitable Advisors, LLC national BD
Feb 27, 2003 to Jul 23, 2003 · Bala Cynwyd, Pa
Commonwealth Financial Network national BD
Jan 16, 2000 to Dec 9, 2002 · Lowell, Ma

Moves

a registration end followed by a registration begin elsewhere

Longview Wealth Management to no registered destination
left Dec 31, 2018 · Departure, no registered destination
Cambridge Investment Research Advisors, Inc. to Longview Wealth Management
left Feb 5, 2013, registered Jan 3, 2018 (1793 days) · Other
Commonwealth Financial Network to Cambridge Investment Research Advisors, Inc.
left Mar 10, 2008, registered Mar 10, 2008 (0 days) · Other
Equitable Advisors, LLC to Commonwealth Financial Network
left Jul 23, 2003, registered Oct 12, 2005 (812 days) · Affiliated broker-dealer or bank to another
Commonwealth Financial Network to Northstar Financial Companies, Inc.
left Dec 9, 2002, registered Jan 28, 2003 (50 days) · Affiliated broker-dealer or bank to independent RIA

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address