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Advisor at TRINITY INVESTMENT ADVISORS, LLC
Wilmington, DE | West Chester, PA | WEST CHESTER, PA | DEERFIELD, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC | Mixed wealth | May 22, 2025 | n/a | yes | West Chester, PA|DEERFIELD, IL|Wilmington, DE | Current employment |
| TRINITY INVESTMENT ADVISORS, LLC | Institutional manager | Jun 7, 2012 | n/a | yes | WEST CHESTER, PA | Current employment |
| STANCORP INVESTMENT ADVISERS, INC. | Other adviser | Jan 1, 2007 | May 30, 2012 | no | WILMINGTON, DE | Previous registration |
| INVESMART ADVISORS INC | n/a | May 23, 2006 | Jan 1, 2007 | no | WILMINGTON, DE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STANCORP INVESTMENT ADVISERS, INC. | TRINITY INVESTMENT ADVISORS, LLC | May 30, 2012 | Jun 7, 2012 | 8 | Firm change | Other |
| INVESMART ADVISORS INC | STANCORP INVESTMENT ADVISERS, INC. | Jan 1, 2007 | Jan 1, 2007 | 0 | Firm change | Other |