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
Arrivals at Northstar Asset Management, Inc
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 |
|---|---|---|---|---|---|
| Jeremiah Dallas Gallington | Cable Hill Partners, LLC independent RIA | Northstar Asset Management, Inc independent RIA | RIA to RIA | Oct 19, 2023 | Mar 5, 2024 (138 d) |
| Paige Eleanor Ryan | Ameriprise Financial Services, LLC national BD | Northstar Asset Management, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 20, 2022 | Oct 4, 2022 |
| Leslie Ellayne Christian | Leslie E. Christian, LLC unclassified | Northstar Asset Management, Inc independent RIA | Other | Jan 21, 2017 | Nov 18, 2024 (2858 d) |
| Julie Johnson Mcveigh | Lowell Blake & Associates Inc. other | Northstar Asset Management, Inc other | Other | Mar 26, 2003 | Mar 12, 2003 |
Page 1 of 1
4 moves match.