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 Liftpoint Family Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Timothy Hance Starkey | Newedge Advisors BD affiliated | Liftpoint Family Wealth Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 14, 2025 | Sep 25, 2025 |
| Evan J Steinfeld | Newedge Advisors BD affiliated | Liftpoint Family Wealth Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 14, 2025 | Sep 25, 2025 |
Page 1 of 1
2 moves match.