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.
Advisor moves
Departures from Trust Advisory Group Ltd
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Francis Calvano | Trust Advisory Group Ltd independent RIA | Axient Investment Advisors LLC independent RIA | RIA to RIA | Apr 1, 2026 | Apr 23, 2026 |
| Michael Jay Dworetsky | Trust Advisory Group Ltd independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 22, 2026 | Jan 21, 2026 |
| Nicole E Bondellio | Trust Advisory Group Ltd independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 22, 2026 | Jan 21, 2026 |
| Samuel Francis Grant | Trust Advisory Group Ltd independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 12, 2026 | Jan 13, 2026 |
| Thomas Donald Bacon | Trust Advisory Group Ltd independent RIA | Consolidated Portfolio Review Corp independent RIA | RIA to RIA | Nov 21, 2025 | Dec 9, 2025 |
| Stanley Bernard Starr | Trust Advisory Group Ltd independent RIA | Consolidated Portfolio Review Corp independent RIA | RIA to RIA | Nov 19, 2025 | Nov 26, 2025 |
| Lawrence Anthony Faretta | Trust Advisory Group Ltd independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 10, 2025 | Nov 6, 2025 |
| Eric Richard Majka | Trust Advisory Group Ltd independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 10, 2025 | Nov 6, 2025 |
| Anthony D Mcmullen | Trust Advisory Group Ltd independent RIA | Consolidated Portfolio Review Corp independent RIA | RIA to RIA | May 28, 2025 | Jun 11, 2025 |
| Ian Joseph Tollefsen | Trust Advisory Group Ltd independent RIA | Consolidated Portfolio Review Corp independent RIA | RIA to RIA | May 19, 2025 | Jun 11, 2025 |
| Peter Hoffman | Trust Advisory Group Ltd independent RIA | Astoria Portfolio Advisors LLC independent RIA | RIA to RIA | Apr 23, 2025 | May 19, 2025 |
| Eugene Thomas Cindrich | Trust Advisory Group Ltd independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2025 | Jun 5, 2025 (98 d) |
| Lauren Elizabeth Tullos | Trust Advisory Group Ltd independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2025 | Feb 27, 2025 |
| Paul Richard Himmelstein | Trust Advisory Group Ltd independent RIA | Ibn Financial Services, Inc independent RIA | RIA to RIA | Dec 3, 2024 | Jan 3, 2025 (31 d) |
| William Francis Bonk | Trust Advisory Group Ltd independent RIA | Ibn Financial Services, Inc independent RIA | RIA to RIA | Nov 13, 2024 | Oct 17, 2024 |
| George Robert Gagliardi | Trust Advisory Group Ltd independent RIA | Astoria Portfolio Advisors LLC independent RIA | RIA to RIA | Oct 3, 2024 | Oct 17, 2024 |
| Wendy Lesa Gipson-Fitzpatrick | Trust Advisory Group Ltd independent RIA | Alden Investment Group independent RIA | RIA to RIA | Sep 16, 2024 | Sep 13, 2024 |
| James Robert Scott | Trust Advisory Group Ltd independent RIA | Alden Investment Group independent RIA | RIA to RIA | May 13, 2024 | May 9, 2024 |
| Thomas Colgate Pyle | Trust Advisory Group Ltd independent RIA | Ibn Financial Services, Inc independent RIA | RIA to RIA | Apr 1, 2024 | Apr 1, 2024 |
| Kyle Thomas Kadish | Trust Advisory Group Ltd independent RIA | Ibn Advisory Services, Inc. independent RIA | RIA to RIA | Oct 30, 2023 | Oct 30, 2023 |
| Michael Otis Schulitz | Trust Advisory Group Ltd independent RIA | Rmc Investment Advisors independent RIA | RIA to RIA | Dec 14, 2022 | Feb 5, 2024 (418 d) |
| Tanya Frias | Trust Advisory Group Ltd independent RIA | Quantitative Finance LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2022 | Jan 31, 2023 (215 d) |
| Adam Willis | Trust Advisory Group Ltd independent RIA | Gw & Wade, LLC independent RIA | RIA to RIA | May 31, 2022 | Jun 28, 2022 |
| Patrick Jude Barrett | Trust Advisory Group Ltd independent RIA | Barrett Capital Partners state registered | RIA to a state-registered adviser | Aug 9, 2021 | Jul 9, 2021 |
| Joseph C Barrett | Trust Advisory Group Ltd independent RIA | Barrett Capital Partners state registered | RIA to a state-registered adviser | Aug 9, 2021 | Jul 9, 2021 |
| Bruce Charles Ryan | Trust Advisory Group Ltd independent RIA | Noble Capital Management, Inc. other | Other | Feb 1, 2021 | May 27, 2021 (115 d) |
| Kevin Roberto Nunez | Trust Advisory Group Ltd independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Nov 25, 2019 | Jun 4, 2020 (192 d) |
| Bryan David Acuto | Trust Advisory Group Ltd independent RIA | Vital Wealth Strategy, LLC state registered | RIA to a state-registered adviser | Oct 14, 2019 | Aug 21, 2026 (2503 d) |
| Scott Edward Breault | Trust Advisory Group Ltd independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Nov 24, 2020 (474 d) |
| Mark Edward Rosier | Trust Advisory Group Ltd other | Cetera Investment Advisers LLC other | Other | Apr 19, 2017 | Mar 23, 2017 |
Page 1 of 1
30 moves match.