DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Team Financial Strategies
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 |
|---|---|---|---|---|---|
| Darrell Scott Haynes | Team Financial Strategies independent RIA | Trinity Portfolio Advisors, LLC independent RIA | RIA to RIA | Oct 6, 2025 | Jan 8, 2026 (94 d) |
| Heath Harold Hamrick | Team Financial Strategies other | H Cubed Financial Solutions state registered | Other | Mar 27, 2017 | Mar 31, 2017 |
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2 moves match.