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Reading the graph
Advisor at KRILOGY
ST. LOUIS, MO | Dallas, TX
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 |
|---|---|---|---|---|---|---|
| Krilogy | Independent wealth | Sep 20, 2019 | n/a | yes | ST. LOUIS, MO|Dallas, TX | Current employment |
| TRINITY WEALTH ADVISORS LLC | Independent wealth | Feb 26, 2019 | Jun 10, 2019 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRINITY WEALTH ADVISORS LLC | Krilogy | Jun 10, 2019 | Sep 20, 2019 | 102 | Firm change | RIA to RIA |