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 Trovena, 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 |
|---|---|---|---|---|---|
| Scott William O'Brien | Trovena, LLC. other | Worthpointe other | Other | Dec 31, 2013 | Jun 11, 2012 |
| Scott Alan Leonard | Trovena, LLC. other | Navigoe, LLC independent RIA | Other | Dec 31, 2013 | Aug 26, 2026 (4621 d) |
| Eric Seiji Toya | Trovena, LLC. other | Navigoe, LLC independent RIA | Other | Dec 31, 2013 | Nov 4, 2025 (4326 d) |
| Christopher Paul Van Slyke | Trovena, LLC. other | Worthpointe other | Other | Dec 31, 2013 | May 2, 2013 |
| Anthony George Ferreira | Trovena, LLC. other | Worthpointe other | Other | Dec 31, 2013 | Mar 11, 2008 |
| Morgan Holton Smith | Trovena, LLC. other | Worthpointe other | Other | Dec 31, 2013 | Aug 23, 2010 |
| Kathryn Virginia Broy | Trovena, LLC. other | Empowered Retirement, Inc. state registered | Other | Dec 31, 2013 | Nov 19, 2013 |
| Brooksher Lee Morgan | Trovena, LLC. other | Worthpointe other | Other | Dec 31, 2013 | May 2, 2013 |
| Hal Richard Schweiger | Trovena, LLC. other | Blue Water Capital Management, LLC independent RIA | Other | Oct 17, 2008 | Sep 23, 2008 |
| Terrance Anthony Green | Trovena, LLC. other | Blue Water Capital Management, LLC independent RIA | Other | Oct 3, 2006 | Mar 1, 2021 (5263 d) |
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10 moves match.