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 Northfork Advisors
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 |
|---|---|---|---|---|---|
| William Morrow Stoddart | Northfork Advisors state registered | Homestake Venture Partners LLC state registered | Other | Jan 28, 2025 | Nov 17, 2017 |
| Lydia L. Butler | Northfork Advisors state registered | Raymond James Financial Services Advisors, Inc BD affiliated | Other | Nov 10, 2022 | Nov 17, 2022 |
| Camy Bronwyn Toth | Northfork Advisors state registered | Springbrook Financial, LLC state registered | Other | Jun 27, 2022 | Jul 14, 2022 |
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3 moves match.