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 North Star Investment Management Corporation
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 |
|---|---|---|---|---|---|
| Dana Cahan | Zuckerman Investment Group independent RIA | North Star Investment Management Corporation independent RIA | RIA to RIA | Feb 27, 2025 | Mar 3, 2025 |
| Michael Neil Mazursky | Prp Advisors LLC unclassified | North Star Investment Management Corporation other | Other | Jan 16, 2009 | Jan 5, 2009 |
| Sharon Lee Egan | Spc other | North Star Investment Management Corporation other | Other | Oct 24, 2007 | May 1, 2012 (1651 d) |
| Scott Arthur Mcgovney | Banc One Securities Corporation unclassified | North Star Investment Management Corporation other | Other | Mar 23, 2005 | Mar 22, 2005 |
| Eric Charles Kuby | Wells Fargo Advisors wirehouse | North Star Investment Management Corporation other | Other | Oct 4, 2004 | Sep 22, 2004 |
| Peter David Gottlieb | Fa Asset Management Inc. unclassified | North Star Investment Management Corporation other | Other | Oct 23, 2003 | May 12, 2003 |
| Melissa F Diamond | North Star Investment Services, Inc. unclassified | North Star Investment Management Corporation other | Other | Jul 16, 2003 | Jul 9, 2004 (359 d) |
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7 moves match.