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 Financial Planning, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jonathan Wolanyk | Northwestern Mutual Investment Services,LLC no RAUM | Northstar Financial Planning, LLC independent RIA | Other | Jun 6, 2025 | Jul 9, 2025 (33 d) |
| Natalie Brooke Marin | Paladin Advisors, LLC independent RIA | Northstar Financial Planning, LLC independent RIA | RIA to RIA | Mar 17, 2022 | Apr 20, 2022 (34 d) |
| Rachel Nicole Decarolis | Perennial Advisors Group, LLC other | Northstar Financial Planning, LLC other | Other | Nov 15, 2017 | Dec 15, 2017 |
| Melinda Kay Davis | Pruco Securities, LLC other | Northstar Financial Planning, LLC other | Other | May 7, 2012 | May 2, 2013 (360 d) |
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4 moves match.