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.

Current firm

TRINITY FINANCIAL ADVISORS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66

First exam

Jun 17, 2016

First registration

Jun 17, 2016

Dual registered

no

Other names

JOSHUA R SHAFFER

IAPD individual key

5351641

Graph

RIA / Wealth Management

Canonical id

dfx:ria:46f3d51a-f62a-458b-4831-03fcdddb3f7a

First observed

Jun 17, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.