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Advisor at TRINITY INVESTMENT ADVISORS, LLC
DEERFIELD, IL | WEST CHESTER, PA | West Chester, PA
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 19, 2025 | n/a | yes | West Chester, PA|West Chester, PA|DEERFIELD, IL | Current employment |
| TRINITY INVESTMENT ADVISORS, LLC | Institutional manager | Mar 6, 2007 | n/a | yes | WEST CHESTER, PA | Current employment |
| TRINITY INVESTMENT ADVISORS, LLC | Institutional manager | Jun 30, 2006 | Dec 31, 2006 | no | WEST CHESTER, PA | Previous registration |
| KOHLHEPP INVESTMENT ADVISORS, LTD. | Independent wealth | May 7, 1999 | Jul 11, 2006 | no | DOYLESTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KOHLHEPP INVESTMENT ADVISORS, LTD. | TRINITY INVESTMENT ADVISORS, LLC | Jul 11, 2006 | Jun 30, 2006 | -11 | Firm change | Other |