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 Trinity Financial Advisors LLC
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 William Wimbiscus | Trinity Financial Advisors LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Feb 2, 2021 | Feb 3, 2021 |
| Elizabeth M. Richardson | Trinity Financial Advisors LLC independent RIA | Blute Financial Coaching state registered | RIA to a state-registered adviser | Feb 2, 2021 | Mar 30, 2021 (56 d) |
| Joel Milton Hunter | Trinity Financial Advisors LLC other | Northcoast Asset Management LLC independent RIA | Other | Jan 29, 2018 | Aug 20, 2018 (203 d) |
| Sarah Elizabeth Hinman | Trinity Financial Advisors LLC other | Fiducient Advisors LLC independent RIA | Other | Jan 29, 2018 | Jun 15, 2018 (137 d) |
| Deborah Hopkins | Trinity Financial Advisors LLC other | Kovitz Investment Group, LLC other | Other | Feb 9, 2011 | Mar 30, 2011 (49 d) |
| Christine Anne Pavel | Trinity Financial Advisors LLC other | Securian Financial Services, Inc. other | Other | Dec 31, 2003 | Jul 2, 2013 (3471 d) |
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6 moves match.