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 Wealth Partners 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
Lizabeth L DregaStifel, Nicolaus & Company, Incorporated national BDNorthstar Wealth Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 14, 2018Sep 20, 2018
Colin Michael DuganLPL Financial LLC independent RIANorthstar Wealth Partners LLC otherOtherJun 12, 2018Sep 22, 2017
Jeffrey Spencer SargentWestport Resources Management Inc otherNorthstar Wealth Partners LLC otherOtherDec 24, 2016Jan 22, 2018 (394 d)
Theresa Vivian DonatelliLPL Financial LLC otherNorthstar Wealth Partners LLC otherOtherSep 8, 2016Jun 9, 2014
Tyler Westervelt PottsLPL Financial LLC otherNorthstar Wealth Partners LLC otherOtherSep 7, 2016Jun 9, 2014
James Edward CurranMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthstar Wealth Partners LLC otherOtherMay 2, 2016May 2, 2016
Joseph Addison McarawLPL Financial LLC otherNorthstar Wealth Partners LLC otherOtherJan 25, 2016Jun 9, 2014
Matthew William FortneyMsi Financial Services, Inc. otherNorthstar Wealth Partners LLC otherOtherNov 30, 2015Nov 30, 2015
Leonel CalderonMsi Financial Services, Inc. otherNorthstar Wealth Partners LLC otherOtherNov 30, 2015Nov 30, 2015
Douglas A KartsenLPL Financial LLC otherNorthstar Wealth Partners LLC otherOtherOct 29, 2015Dec 8, 2014
Kevin Francis SullivanWells Fargo Advisors wirehouseNorthstar Wealth Partners LLC otherOtherMay 28, 2014Jun 19, 2014
Lewis Craig GreenMsi Financial Services, Inc. otherNorthstar Wealth Partners LLC otherOtherApr 8, 2014Jun 19, 2014 (72 d)
Robert Anthony LaraiaStratos Wealth Partners, Ltd otherNorthstar Wealth Partners LLC no RAUMOtherDec 31, 2011Jan 7, 2014 (738 d)
Marc Adam SackStratos Wealth Partners, Ltd otherNorthstar Wealth Partners LLC otherOtherDec 31, 2011Feb 3, 2015 (1130 d)
Stevin Lindsay MosesStratos Wealth Partners, Ltd otherNorthstar Wealth Partners LLC otherOtherDec 31, 2011Feb 3, 2015 (1130 d)
Brandon John MarinelliStratos Wealth Partners, Ltd otherNorthstar Wealth Partners LLC no RAUMOtherDec 31, 2011Jan 14, 2014 (745 d)
Ryan R MorrisseyStratos Wealth Partners, Ltd otherNorthstar Wealth Partners LLC otherOtherDec 31, 2011Feb 3, 2015 (1130 d)
Emanuel Andres Romero-ViciniLPL Financial LLC otherNorthstar Wealth Partners LLC otherOtherNov 21, 2011Apr 4, 2014 (865 d)
Amy Alisia LawlerPgim Investments LLC otherNorthstar Wealth Partners LLC otherOtherJun 2, 2005Apr 15, 2015 (3604 d)
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19 moves match.