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 Capstar 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Julia Christine Hummel | LPL Financial LLC BD affiliated | Capstar Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 29, 2025 | Jul 28, 2025 (60 d) |
| Suzette Marie Porter | Global Financial Private Capital, Inc. independent RIA | Capstar Financial Services LLC no RAUM | RIA to a newly registered adviser | Dec 9, 2019 | Nov 25, 2019 |
| Barbara Andrea Johnson | Usaa Financial Planning Services no RAUM | Capstar Financial Services LLC independent RIA | Other | Mar 4, 2014 | Oct 14, 2025 (4242 d) |
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3 moves match.