Breakaway
Northstar Financial Advisors
Raymond James → LPL Financial
What changed
Joined LPL Financial's broker-dealer and RIA platform from Raymond James with her Northstar Financial Advisors practice; reports more than $270M in client assets.
- Reported / discovered
- Sep 11, 2026
- Effective
- Not reported
- New role
- Certified Financial Planner and Certified Divorce Financial Analyst
- Previous role
- Not reported
- Market
- Danville, CA
- Reported book
- $270M
- Reported team size
- Not disclosed
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
InvestmentNews ↗Sep 11, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled