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

Departures from Northeast Financial Group, Inc.

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.

AdvisorFromToTypeLeftRegistered
William Joseph FisherNortheast Financial Group, Inc. mixed wealthChoreo, LLC independent RIARIA to RIAMar 5, 2026Mar 17, 2026
Josh Robert LaychockNortheast Financial Group, Inc. mixed wealthHerbein Financial Group, LLC no RAUMOtherMar 5, 2026Sep 2, 2022
Peter Christopher PapeNortheast Financial Group, Inc. mixed wealthChoreo, LLC independent RIARIA to RIAMar 5, 2026Mar 11, 2026
Thomas Ronald SylvesterNortheast Financial Group, Inc. mixed wealthChoreo, LLC independent RIARIA to RIAMar 5, 2026Mar 11, 2026
Dominic Loyola VoilandNortheast Financial Group, Inc. mixed wealthChoreo, LLC independent RIARIA to RIAMar 5, 2026Mar 12, 2026
Camerone Vincent GiancaterinoNortheast Financial Group, Inc. mixed wealthChoreo, LLC independent RIARIA to RIAMar 5, 2026Mar 10, 2026
Kyle O'NeillNortheast Financial Group, Inc. mixed wealthChoreo, LLC independent RIARIA to RIAMar 5, 2026Mar 10, 2026
Jonathan Lee KlineNortheast Financial Group, Inc. mixed wealthLakewood Financial Group, LLC state registeredRIA to a state-registered adviserFeb 2, 2026Jan 15, 2026
Alexander Farnum LippittNortheast Financial Group, Inc. mixed wealthLakewood Financial Group, LLC state registeredRIA to a state-registered adviserFeb 2, 2026Jan 15, 2026
Panos George GrivakisNortheast Financial Group, Inc. mixed wealthLakewood Financial Group, LLC state registeredRIA to a state-registered adviserDec 31, 2025Jan 15, 2026
Gerard Francis ClunanNortheast Financial Group, Inc. otherHershey Financial Advisers, LLC independent RIAOtherMay 7, 2009Jun 15, 2009 (39 d)
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11 moves match.