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 Star Wealth Advisors

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 Anthony JacobsCorecap Advisors BD affiliatedStar Wealth Advisors no RAUMOtherApr 9, 2026Apr 1, 2026
Jonathan TomassiEagle Strategies LLC BD affiliatedStar Wealth Advisors no RAUMOtherNov 19, 2025Feb 17, 2026 (90 d)
John Steven WillardMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseStar Wealth Advisors no RAUMOtherJul 24, 2025Dec 3, 2025 (132 d)
Tyler SchallSl2 Investments LLC asset managerStar Wealth Advisors no RAUMOtherJul 23, 2025Jan 19, 2026 (180 d)
Patrick W FrenchCorecap Advisors BD affiliatedStar Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 26, 2024Nov 21, 2024
Robin RejiFidelity Personal And Workplace Advisors BD affiliatedStar Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 19, 2024Jun 20, 2025 (213 d)
Omar K AburadiPruco Securities, LLC BD affiliatedStar Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 12, 2024Jul 1, 2025 (292 d)
Joseph William FieldsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseStar Wealth Advisors no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 23, 2024Jun 13, 2025 (386 d)
Julia LaginessJohn Hancock Personal Financial Services, LLC BD affiliatedStar Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserMay 22, 2024Mar 19, 2025 (301 d)
Bryan J BritchkowOsaic Wealth, Inc. BD affiliatedStar Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserMay 2, 2024Mar 4, 2026 (671 d)
Bryn HeathMML Investors Services, LLC BD affiliatedStar Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 27, 2023Jul 15, 2026 (1022 d)
Samuel RamosWells Fargo Advisors wirehouseStar Wealth Advisors no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 31, 2022Apr 6, 2026 (1253 d)
Gary Thomas GuglielmoMorgan Stanley wirehouseStar Wealth Advisors no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 18, 2022May 6, 2025 (992 d)
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13 moves match.