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 Trident Advisors Inc
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 |
|---|---|---|---|---|---|
| Joseph Crawford Paul | Trident Advisors Inc independent RIA | Chapin Davis Asset Management independent RIA | RIA to RIA | Feb 6, 2025 | Jan 9, 2019 |
| James Edward Bickley | Trident Advisors Inc independent RIA | Gibraltar Wealth Management, LLC independent RIA | RIA to RIA | Apr 4, 2003 | Mar 17, 2003 |
| Donna Matlack Woytek | Trident Advisors Inc independent RIA | Gibraltar Wealth Management, LLC independent RIA | RIA to RIA | Aug 13, 2002 | Mar 17, 2003 (216 d) |
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3 moves match.