DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Noel John Trias
Feed of 09/14/2026
At current firm
10 y
since Dec 16, 2015
In the industry
35 y
since Jan 29, 1991 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- World Investment Advisors, LLC other currentsince Dec 16, 2015 · Escondido, Ca
- Independent Financial Partners BD affiliatedJul 14, 2011 to Dec 23, 2015 · Escondido, Ca
- Nrp Advisors, Inc. unclassifiedAug 20, 2008 to Dec 1, 2010 · Escondido, Ca
- Financial Telesis, Inc. formerJul 5, 2005 to Aug 19, 2008 · Escondido, Ca
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Partners to World Investment Advisors, LLCleft Dec 23, 2015, registered Dec 16, 2015 (-7 days) · Other
- Nrp Advisors, Inc. to Independent Financial Partnersleft Dec 1, 2010, registered Jul 14, 2011 (225 days) · corporate re-registration, not a move
- Financial Telesis, Inc. to Nrp Advisors, Inc.left Aug 19, 2008, registered Aug 20, 2008 (1 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Other adviserderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address