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 Stratos Wealth Partners, Ltd
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Stevin Lindsay Moses | Stratos Wealth Partners, Ltd other | Northstar Wealth Partners LLC other | Other | Dec 31, 2011 | Feb 3, 2015 (1130 d) |
| Howard Alan Schachter | Stratos Wealth Partners, Ltd other | Woodbury Financial Services, Inc. other | Other | Dec 31, 2011 | May 5, 2016 (1587 d) |
| Brandon John Marinelli | Stratos Wealth Partners, Ltd other | Northstar Wealth Partners LLC no RAUM | Other | Dec 31, 2011 | Jan 14, 2014 (745 d) |
| Ryan R Morrissey | Stratos Wealth Partners, Ltd other | Northstar Wealth Partners LLC other | Other | Dec 31, 2011 | Feb 3, 2015 (1130 d) |
| Douglas A Kartsen | Stratos Wealth Partners, Ltd other | LPL Financial LLC other | Other | Dec 31, 2011 | Jan 3, 2012 |
| Brian Davis James | Stratos Wealth Partners, Ltd other | Simply Money Advisors other | Other | Dec 8, 2011 | Mar 16, 2016 (1560 d) |
| Nicola Dipaolo | Stratos Wealth Partners, Ltd other | LPL Financial LLC other | Other | Dec 8, 2011 | Jan 9, 2012 (32 d) |
| Josephine Laspina Trotta | Stratos Wealth Partners, Ltd other | Advice And Planning Services other | Other | Aug 2, 2011 | Aug 11, 2011 |
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248 moves match.