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

Timothy Hance Starkey

Liftpoint Family Wealth Advisors, LLCindependent RIAFar Hills, NjIA-onlyIAPD 4535177

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

At current firm

0 y

since Sep 25, 2025

In the industry

23 y

since Mar 27, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Liftpoint Family Wealth Advisors, LLC independent RIA current
since Sep 25, 2025 · Far Hills, Nj
Newedge Advisors BD affiliated
Oct 29, 2024 to Nov 14, 2025 · Far Hills, Nj
LPL Financial LLC BD affiliated
Apr 29, 2019 to Jan 28, 2025 · Morristown, Nj
Morgan Stanley wirehouse
Nov 7, 2013 to Apr 30, 2019 · Morristown, Nj
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 17, 2005 to Nov 7, 2013 · Yardley, Pa
Merrill Lynch Investment Managers LP unclassified
Apr 10, 2003 to Oct 20, 2005 · Plainsboro, Nj
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 31, 2003 to Apr 10, 2003 · Pennington, Nj

Moves

a registration end followed by a registration begin elsewhere

Newedge Advisors to Liftpoint Family Wealth Advisors, LLC
left Nov 14, 2025, registered Sep 25, 2025 (-50 days) · Affiliated broker-dealer or bank to a newly registered adviser
LPL Financial LLC to Newedge Advisors
left Jan 28, 2025, registered Oct 29, 2024 (-91 days) · Affiliated broker-dealer or bank to another · moved with a team
Morgan Stanley to LPL Financial LLC
left Apr 30, 2019, registered Apr 29, 2019 (-1 days) · Wirehouse to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley
left Nov 7, 2013, registered Nov 7, 2013 (0 days) · Wirehouse to wirehouse
Merrill Lynch Investment Managers LP to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 20, 2005, registered Oct 17, 2005 (-3 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Merrill Lynch Investment Managers LP
left Apr 10, 2003, registered Apr 10, 2003 (0 days) · Other

Signals

Timothy Hance Starkey left Newedge Advisors for Liftpoint Family Wealth Advisors, Llc (registered 2025-09-25)
Nov 14, 2025 · Advisor changed firm · fact
Timothy Hance Starkey left Lpl Financial Llc for Newedge Advisors (registered 2024-10-29)
Jan 28, 2025 · Advisor changed firm · fact

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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address