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 Fiduciary 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gary Bruce Berdoff | Millennium Investment And Retirement Advisors, LLC institutional | Northstar Fiduciary Partners, LLC institutional | Other | Aug 17, 2023 | Feb 14, 2024 (181 d) |
| William Roger Branch | Millennium Investment And Retirement Advisors, LLC institutional | Northstar Fiduciary Partners, LLC institutional | Other | Jun 5, 2023 | Feb 4, 2024 (244 d) |
| Richard Lee Wunderlich | Gold Coast Securities, Inc. other | Northstar Fiduciary Partners, LLC institutional | Other | Nov 28, 2011 | Mar 13, 2017 (1932 d) |
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3 moves match.