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 Northstar Financial Planners, 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
Allen Page GieseNorthstar Financial Planners, Inc. independent RIAModera Wealth Management, LLC independent RIARIA to RIAJul 10, 2026Jun 16, 2026
Gary Cristopher GonzalezNorthstar Financial Planners, Inc. independent RIAModera Wealth Management, LLC independent RIARIA to RIAJul 10, 2026Jul 9, 2026
Joseph Glenn ValerioNorthstar Financial Planners, Inc. independent RIAModera Wealth Management, LLC independent RIARIA to RIAJul 10, 2026Jul 13, 2026
Charles Cleveland ThomasNorthstar Financial Planners, Inc. independent RIAFarther independent RIARIA to RIAJun 12, 2026Jun 30, 2026
Felipe MejiaNorthstar Financial Planners, Inc. independent RIAAdvisors Capital Management, LLC independent RIARIA to RIAMay 10, 2023May 23, 2023
Maruan KitnerNorthstar Financial Planners, Inc. independent RIAIwp Wealth Management LLC independent RIARIA to RIAJun 29, 2018Aug 13, 2018 (45 d)
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6 moves match.