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 Wealth Partners LLC

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
Jeffrey Spencer SargentNorthstar Wealth Partners LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 27, 2021Mar 18, 2021
Joseph Addison McarawNorthstar Wealth Partners LLC independent RIAPrinciple Wealth independent RIARIA to RIAFeb 10, 2021Dec 8, 2020
Marc Adam SackNorthstar Wealth Partners LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 10, 2021Feb 16, 2021
Robert Anthony LaraiaNorthstar Wealth Partners LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 8, 2021Feb 9, 2021
Theresa Vivian DonatelliNorthstar Wealth Partners LLC independent RIAPrinciple Wealth independent RIARIA to RIAJan 8, 2021Dec 8, 2020
Amy Alisia LawlerNorthstar Wealth Partners LLC independent RIAPrinciple Wealth independent RIARIA to RIADec 14, 2020Dec 8, 2020
Lizabeth L DregaNorthstar Wealth Partners LLC independent RIAPrinciple Wealth independent RIARIA to RIADec 14, 2020Dec 8, 2020
Matthew William FortneyNorthstar Wealth Partners LLC independent RIALPL Financial LLC otherOtherSep 30, 2020Oct 18, 2017
Leonel CalderonNorthstar Wealth Partners LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 30, 2020Sep 30, 2020
Tyler Westervelt PottsNorthstar Wealth Partners LLC independent RIAConnecticut Wealth Management, LLC independent RIARIA to RIAAug 31, 2020Sep 1, 2020
James Edward CurranNorthstar Wealth Partners LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 8, 2019Oct 8, 2019
Tracy Anne MackinstryNorthstar Wealth Partners LLC independent RIALPL Financial LLC independent RIARIA to RIAApr 1, 2019Apr 1, 2019
James Alan WarnerNorthstar Wealth Partners LLC independent RIAWarner Wealth no RAUMRIA to a newly registered adviserOct 1, 2018Apr 3, 2025 (2376 d)
Colin Michael DuganNorthstar Wealth Partners LLC independent RIAPrinciple Wealth independent RIARIA to RIAJul 2, 2018Jul 2, 2018
Ryan R MorrisseyNorthstar Wealth Partners LLC otherMorrissey Wealth Management LLC independent RIAOtherFeb 2, 2018Jan 12, 2018
Lewis Craig GreenNorthstar Wealth Partners LLC otherKms Financial Services, Inc otherOtherApr 25, 2017Mar 28, 2017
Michael SheldonNorthstar Wealth Partners LLC otherWashington Trust Advisors independent RIAOtherOct 27, 2016Jul 8, 2025 (3176 d)
Brandon John MarinelliNorthstar Wealth Partners LLC otherRaymond James & Associates, Inc. national BDOtherMay 31, 2016May 27, 2016
Douglas A KartsenNorthstar Wealth Partners LLC otherDak Financial Services, LLC unclassifiedOtherMay 13, 2016May 24, 2016
Stevin Lindsay MosesNorthstar Wealth Partners LLC otherFounders Financial Securities, LLC otherOtherApr 20, 2016Mar 28, 2016
Harold H. HartmannNorthstar Wealth Partners LLC otherSagepoint Financial, Inc. otherOtherNov 6, 2015Jan 26, 2016 (81 d)
Kevin Francis SullivanNorthstar Wealth Partners LLC otherLPL Financial LLC otherOtherMay 14, 2015May 14, 2015
Emanuel Andres Romero-ViciniNorthstar Wealth Partners LLC otherConcourse Financial Group Advisors otherOtherApr 14, 2014May 2, 2014
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23 moves match.