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 Star Wealth 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.

AdvisorFromToTypeLeftRegistered
Tyler SchallStar Wealth Advisors no RAUMEmpower Advisory Group, LLC BD affiliatedOtherApr 16, 2026Jun 16, 2026 (61 d)
Julia LaginessStar Wealth Advisors no RAUMRaymond James & Associates, Inc. national BDOtherMar 23, 2026Apr 17, 2026
Omar K AburadiStar Wealth Advisors no RAUMTsg Alpha Partners, LLC asset managerOtherNov 14, 2025Jan 14, 2026 (61 d)
Benito Raymond BuontempoStar Wealth Advisors no RAUMTsg Alpha Partners, LLC asset managerOtherNov 3, 2025Nov 13, 2025
Patrick W FrenchStar Wealth Advisors no RAUMTsg Alpha Partners, LLC asset managerOtherOct 30, 2025Nov 11, 2025
Joseph William FieldsStar Wealth Advisors no RAUMCalton & Associates, Inc. independent RIAOtherSep 5, 2025Sep 15, 2025
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6 moves match.