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 Starfox Financial Services, 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
Robert Albert DevautourMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseStarfox Financial Services, LLC independent RIAWirehouse to independent RIAOct 26, 2021Oct 18, 2021
William Gerald FriebelMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseStarfox Financial Services, LLC independent RIAWirehouse to independent RIAMar 28, 2017Apr 12, 2017
Darren James VilardoCooper Mcmanus otherStarfox Financial Services, LLC independent RIAOtherJan 3, 2013Feb 13, 2013 (41 d)
Ensen MasonLPL Financial LLC otherStarfox Financial Services, LLC independent RIAOtherFeb 3, 2012Jan 25, 2012
Christopher Blair LindsayEdward Jones national BDStarfox Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 9, 2010Sep 15, 2010
Jose Eleazar PalafoxMarathon Capital Management, LLC state registeredStarfox Financial Services, LLC independent RIAOtherApr 9, 2007Mar 22, 2007
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6 moves match.