DFX Intelligence

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)27 years in industry

DANIEL SHRIGLEY MEADER

Advisor at TRINITY INVESTORS FUND ADVISORS, LLC

SOUTHLAKE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:894bfa1d-8122-7650-dce6-009dca20f71c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Jun 23, 2004 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Daniel Shrigley Meader

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Daniel Shrigley Meader

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRINITY INVESTORS FUND ADVISORS, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: Apr 18, 2008
First registration: Jun 23, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 4789581

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRINITY INVESTORS FUND ADVISORS, LLC	Asset manager	Jul 31, 2023	n/a	yes	SOUTHLAKE, TX	Current employment
TRINITY ADVISORS	n/a	Jun 23, 2004	Dec 22, 2010	no	SOUTHLAKE, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRINITY ADVISORS	TRINITY INVESTORS FUND ADVISORS, LLC	Dec 22, 2010	Jul 31, 2023	4,604	Firm change after gap	Other

Relationships

Registered with (2)

→ TRINITY INVESTORS FUND ADVISORS, LLCRegistered adviserregistration: current employment
Jul 31, 2023 to presentfactForm ADV
→ TRINITY ADVISORSRegistered adviserregistration: previous registration
Jun 23, 2004 to Dec 22, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:894bfa1d-8122-7650-dce6-009dca20f71c
First observed: Jun 23, 2004
Last observed: Sep 14, 2026 5 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.

DANIEL SHRIGLEY MEADER

Advisor at TRINITY INVESTORS FUND ADVISORS, LLC

SOUTHLAKE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:894bfa1d-8122-7650-dce6-009dca20f71c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:48 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

TRINITY INVESTORS FUND ADVISORS, LLC

Asset manager

Jul 31, 2023

n/a

yes

SOUTHLAKE, TX

Current employment

TRINITY ADVISORS

n/a

Jun 23, 2004

Dec 22, 2010

SOUTHLAKE, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TRINITY ADVISORS

TRINITY INVESTORS FUND ADVISORS, LLC

Dec 22, 2010

Jul 31, 2023

4,604

Firm change after gap

Other