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Advisor at TRIVIUM POINT ADVISORY, LLC
WILTON, CT
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 |
|---|---|---|---|---|---|---|
| TRIVIUM POINT ADVISORY, LLC | Independent wealth | May 23, 2025 | n/a | yes | WILTON, CT | Current employment |
| ALTIUM WEALTH MANAGEMENT | Former SEC adviser | Apr 29, 2022 | Jan 17, 2023 | no | PURCHASE, NY | Previous registration |
| ALTIUM WEALTH MANAGEMENT LLC | Former SEC adviser | Apr 21, 2022 | Jun 1, 2022 | no | PURCHASE, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALTIUM WEALTH MANAGEMENT | TRIVIUM POINT ADVISORY, LLC | Jan 17, 2023 | May 23, 2025 | 857 | Firm change after gap | RIA to RIA |
| ALTIUM WEALTH MANAGEMENT LLC | ALTIUM WEALTH MANAGEMENT | Jun 1, 2022 | Apr 29, 2022 | -33 | Channel change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 154719:317691:NY:2022-06-01 | Jun 1, 2022 | Apr 29, 2022 | PURCHASE, NY | Firm change after gap |