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 Fourstar Wealth Advisors, 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
Teresa E KingFourstar Wealth Advisors, LLC independent RIANavy Federal Investment Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 7, 2025Oct 1, 2025
Brian Michael MegibowFourstar Wealth Advisors, LLC independent RIABroaden Wealth LLC state registeredRIA to a state-registered adviserMar 5, 2025Nov 14, 2025 (254 d)
Mitchell Lewis BloomFourstar Wealth Advisors, LLC independent RIABloom Financial, LLC state registeredRIA to a state-registered adviserFeb 14, 2025Jul 14, 2026 (515 d)
Amy Louise BloomFourstar Wealth Advisors, LLC independent RIABloom Financial, LLC state registeredRIA to a state-registered adviserFeb 14, 2025Jan 1, 2026 (321 d)
Joy Catherine MartinsenFourstar Wealth Advisors, LLC independent RIANobles & Richards Advisors, LLC state registeredRIA to a state-registered adviserFeb 11, 2025Jan 24, 2025
Gene Joseph WittFourstar Wealth Advisors, LLC independent RIAOptimized Capital LLC state registeredRIA to a state-registered adviserJan 17, 2025Dec 16, 2024
Tucker DunnFourstar Wealth Advisors, LLC independent RIAArmstrong Dixon independent RIARIA to RIANov 25, 2024Nov 15, 2024
David William BonifieldFourstar Wealth Advisors, LLC independent RIAOptimized Capital LLC state registeredRIA to a state-registered adviserMay 20, 2024Oct 22, 2025 (520 d)
Harry Essayi YessayanFourstar Wealth Advisors, LLC independent RIAOppenheimer & Co. Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 29, 2024Feb 1, 2024
Steven (Shlomo) Jeremy HoffmanFourstar Wealth Advisors, LLC independent RIAKcd Financial, Inc. independent RIARIA to RIAJan 10, 2024Jan 3, 2024
Joshua Anthony BaroneFourstar Wealth Advisors, LLC independent RIAFarther independent RIARIA to RIAJul 11, 2023Jun 22, 2023
Andrea NolanFourstar Wealth Advisors, LLC independent RIAFarther independent RIARIA to RIAJul 11, 2023Jun 22, 2023
Eugene Edwin HooverFourstar Wealth Advisors, LLC independent RIAFarther independent RIARIA to RIAJul 11, 2023Jun 22, 2023
Robert Nicholas BaroneFourstar Wealth Advisors, LLC independent RIAFarther independent RIARIA to RIAJul 11, 2023Jun 22, 2023
Kristen A MayerFourstar Wealth Advisors, LLC independent RIAKmi Wealth Advisors state registeredRIA to a state-registered adviserMay 10, 2022Apr 23, 2024 (714 d)
Phillip FalkFourstar Wealth Advisors, LLC independent RIAEmerson Equity LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2021Jul 23, 2021
James Royal KirchnerFourstar Wealth Advisors, LLC independent RIAKirchner Financial Group state registeredRIA to a state-registered adviserNov 18, 2020Jan 24, 2025 (1528 d)
Stephen Pavey MeskanFourstar Wealth Advisors, LLC independent RIACl Wealth Management LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 16, 2018Aug 29, 2019 (378 d)
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18 moves match.