DFX Intelligence
Advisor moves
Departures from Trinity Financial Partners II, 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 |
|---|---|---|---|---|---|
| Robyn Elizabeth Jameson | Trinity Financial Partners II, LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 2, 2025 | Dec 6, 2024 |
| Benjamin Reid Chambers | Trinity Financial Partners II, LLC independent RIA | Elevation Wealth LLC state registered | RIA to a state-registered adviser | Jun 12, 2020 | Jun 16, 2020 |
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2 moves match.