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
Adrienne L Stark
Certified Financial Planner
Feed of 09/15/2026
Also filed as Adrienne Stark
At current firm
0 y
since Sep 3, 2026
In the industry
22 y
since Sep 17, 2004 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Boldin Advisors no RAUM currentsince Sep 3, 2026 · Mill Valley, Ca
- Facet independent RIAApr 7, 2026 to Jul 23, 2026 · West Palm Beach, Fl
- Missionsquare Wealth Management no RAUMFeb 27, 2026 to Mar 30, 2026 · Havertown, Pa
- Missionsquare Retirement BD affiliatedAug 3, 2022 to Mar 30, 2026 · New York, Ny
- Fidelity Personal And Workplace Advisors formerJun 19, 2019 to Dec 1, 2020 · New York, Ny
- Advice And Planning Services BD affiliatedApr 25, 2013 to May 1, 2019 · Philadelphia, Pa
- Vanguard Advisers, Inc. BD affiliatedOct 25, 2011 to Mar 28, 2013 · Malvern, Pa
Moves
a registration end followed by a registration begin elsewhere
- Facet to Boldin Advisorsleft Jul 23, 2026, registered Sep 3, 2026 (42 days) · Other
- Missionsquare Retirement to Missionsquare Wealth Managementleft Mar 30, 2026, registered Feb 27, 2026 (-31 days) · corporate re-registration, not a move
- Missionsquare Wealth Management to Facetleft Mar 30, 2026, registered Apr 7, 2026 (8 days) · Other
- Fidelity Personal And Workplace Advisors to Missionsquare Retirementleft Dec 1, 2020, registered Aug 3, 2022 (610 days) · Other
- Advice And Planning Services to Fidelity Personal And Workplace Advisorsleft May 1, 2019, registered Jun 19, 2019 (49 days) · Affiliated broker-dealer or bank to another
- Vanguard Advisers, Inc. to Advice And Planning Servicesleft Mar 28, 2013, registered Apr 25, 2013 (28 days) · Other
Signals
- Adrienne L Stark left Facet for Boldin Advisors (registered 2026-09-03)Jul 23, 2026 · Advisor changed firm · fact
- Adrienne L Stark left Missionsquare Wealth Management for Facet (registered 2026-04-07)Mar 30, 2026 · 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
- No RAUM reportedderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address