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.

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Registered advisor

T•••••• A••• T••••

T••••••• A•••••••independent RIAGreenville, ScIA-onlyIAPD 6613715

Feed of 09/14/2026

Also filed as Tim A Trier

At current firm

0 y

since Jun 10, 2026

In the industry

10 y

since Feb 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T••••••• A••••••• independent RIA current
since Jun 10, 2026 · Greenville, Sc
L••• A•• R••••••• independent RIA
Jan 8, 2024 to May 7, 2026 · Highlands Ranch, Co
A• W••••• M••••••••• L•• BD affiliated
Aug 3, 2023 to Jun 13, 2024 · Topeka, Ks
T••••••• I••••••••• M••••••••• I••• BD affiliated
May 6, 2016 to Jul 27, 2023 · Lakewood, Co

Moves

a registration end followed by a registration begin elsewhere

L••• A•• R••••••• to T••••••• A•••••••
left May 7, 2026, registered Jun 10, 2026 (34 days) · RIA to RIA
A• W••••• M••••••••• L•• to L••• A•• R•••••••
left Jun 13, 2024, registered Jan 8, 2024 (-157 days) · RIA to a newly registered adviser · moved with a team
T••••••• I••••••••• M••••••••• I••• to A• W••••• M••••••••• L••
left Jul 27, 2023, registered Aug 3, 2023 (7 days) · Affiliated broker-dealer or bank to another

Signals

Timothy Alan Trier left Lord And Richards for Trunorth Advisors (registered 2026-06-10)
May 7, 2026 · Advisor changed firm · fact
Timothy Alan Trier left Ae Wealth Management, Llc for Lord And Richards (registered 2024-01-08)
Jun 13, 2024 · Advisor changed firm · fact
Timothy Alan Trier left Thrivent Investment Management Inc. for Ae Wealth Management, Llc (registered 2023-08-03)
Jul 27, 2023 · Advisor changed firm · fact

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: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address