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.
J•••••• R• S••••
- Business email
- jeffrey.small@trinitystrategicwealth.comreportedtrinitystrategicwealth.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.
- T•••••• S•••••••• W••••• independent RIA currentsince Oct 2, 2025 · Tulsa, Ok
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 28, 2019 to Oct 2, 2025 · Tulsa, Ok
- T••••• S•••••••• I••• formerSep 6, 2017 to Oct 30, 2018 · Tulsa, Ok
- H••••••••• W••••• independent RIAOct 6, 2015 to Aug 25, 2017 · Tulsa, Ok
- U•• F•••••••• S••••••• I••• wirehouseJul 21, 2003 to Sep 22, 2014 · Indianapolis, In
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 13, 2002 to Jun 26, 2003 · Indianapolis, In
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to T•••••• S•••••••• W•••••left Oct 2, 2025, registered Oct 2, 2025 (0 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- T••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Oct 30, 2018, registered Jan 28, 2019 (90 days) · Other
- H••••••••• W••••• to T••••• S•••••••• I•••left Aug 25, 2017, registered Sep 6, 2017 (12 days) · Other
- U•• F•••••••• S••••••• I••• to H••••••••• W•••••left Sep 22, 2014, registered Oct 6, 2015 (379 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••left Jun 26, 2003, registered Jul 21, 2003 (25 days) · Wirehouse to wirehouse
- J•••••• R• S•••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for T•••••• S•••••••• W••••• (registered 2025-10-02)Oct 2, 2025 · 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address