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 Investment Management, 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 |
|---|---|---|---|---|---|
| Daniel Brendan Mulvey | Trinity Investment Management, LLC mixed wealth | Adhesion Wealth Advisor Solutions asset manager | Other | Feb 6, 2024 | Feb 15, 2024 |
| Thomas Howard Payne | Trinity Investment Management, LLC mixed wealth | Prosperitas Wealth Management LLC unclassified | Other | Jan 12, 2021 | Feb 16, 2021 (35 d) |
| Steven Wilder | Trinity Investment Management, LLC other | 1st Global Advisors Inc other | Other | Feb 27, 2012 | Feb 28, 2012 |
| Kenneth Christopher Acampora | Trinity Investment Management, LLC other | Pnc Managed Account Solutions, Inc. other | Other | Jul 20, 2011 | Mar 12, 2012 (236 d) |
| Daniel Brendan Mulvey | Trinity Investment Management, LLC other | Globalbridge other | Other | Jun 1, 2010 | Aug 6, 2010 (66 d) |
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5 moves match.