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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
- Title
- Managing Director, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026
- founder other
- “Known for his independent advice and deeply personalized approach, he founded Mossy Creek Wealth in 2005 to create a more thoughtful and relationship-driven planning experience.”reportedfarther.comthe sentence on the bio page
- Years, as the firm states
- 25reportedfarther.com“Trent brings 25 years of experience helping multi-generational families make financial decisions aligned with their values and goals.”
- Professional profile
- farther.com/advisor/trent-byerlyreportedfarther.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- F•••••• independent RIA currentsince Aug 12, 2025 · San Francisco, Ca
- C••••••••• F•••••••• N•••••• national BDMar 11, 2024 to Aug 5, 2025 · Waltham, Ma
- C••••• I••••••••• A••••••• L•• BD affiliatedNov 12, 2020 to Mar 15, 2024 · Mount Solon, Va
- F•••• A••••• A••••••• S•••••••• I••• formerJul 2, 2012 to Nov 12, 2020 · Mount Solon, Va
- F•••• A••••• S••••••••• I••• formerFeb 11, 2011 to Jul 2, 2012 · San Diego, Ca
- Q•• F•••••••• L•• unclassifiedJan 25, 2005 to Feb 11, 2011 · Verona, Va
- S••••••• F•••••••• S•••••••• I••• formerDec 2, 2002 to Jan 25, 2005 · Richmond, Va
- I••••••••• A••••••• G••••• I••• unclassifiedAug 13, 2002 to Dec 2, 2002 · Richmond, Va
- C••••••••• F•••••••• N•••••• to F••••••left Aug 5, 2025, registered Aug 12, 2025 (7 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- C••••• I••••••••• A••••••• L•• to C••••••••• F•••••••• N••••••left Mar 15, 2024, registered Mar 11, 2024 (-4 days) · Affiliated broker-dealer or bank to another · moved with a team
- F•••• A••••• A••••••• S•••••••• I••• to C••••• I••••••••• A••••••• L••left Nov 12, 2020, registered Nov 12, 2020 (0 days) · corporate re-registration, not a move
- F•••• A••••• S••••••••• I••• to F•••• A••••• A••••••• S•••••••• I•••left Jul 2, 2012, registered Jul 2, 2012 (0 days) · corporate re-registration, not a move
- Q•• F•••••••• L•• to F•••• A••••• S••••••••• I•••left Feb 11, 2011, registered Feb 11, 2011 (0 days) · Other
- S••••••• F•••••••• S•••••••• I••• to Q•• F•••••••• L••left Jan 25, 2005, registered Jan 25, 2005 (0 days) · Other
- I••••••••• A••••••• G••••• I••• to S••••••• F•••••••• S•••••••• I•••left Dec 2, 2002, registered Dec 2, 2002 (0 days) · Other
- J••••• T•••• B••••• left C••••••••• F•••••••• N•••••• for Farther (registered 2025-08-12)Aug 5, 2025 · Advisor changed firm · fact
- J••••• T•••• B••••• left C••••• I••••••••• A••••••• L•• for C••••••••• F•••••••• N•••••• (registered 2024-03-11)Mar 15, 2024 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address