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

Tristan Allen Bishop

Grimes & Companyindependent RIADallas, Tx IA-onlyIAPD 7878869
Certified Financial Planner
Feed of 09/15/2026
Also filed as Tristan Bishop
At current firm
0 y
since Sep 3, 2026
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
  • Grimes & Company independent RIA current
    since Sep 3, 2026 · Dallas, Tx
  • Lido independent RIA
    Jul 8, 2024 to Sep 2, 2026 · Dallas, Tx
  • LPL Financial LLC BD affiliated
    Mar 22, 2024 to Jun 6, 2024 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
  • Lido to Grimes & Company
    left Sep 2, 2026, registered Sep 3, 2026 (1 days) · RIA to RIA
  • LPL Financial LLC to Lido
    left Jun 6, 2024, registered Jul 8, 2024 (32 days) · Affiliated broker-dealer or bank to independent RIA
Signals
  • Tristan Allen Bishop left Lido for Grimes & Company (registered 2026-09-03)
    Sep 2, 2026 · Advisor changed firm · fact
  • Tristan Allen Bishop left Lpl Financial Llc for Lido (registered 2024-07-08)
    Jun 6, 2024 · 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