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 Trellis 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.

AdvisorFromToTypeLeftRegistered
Trevor Steven SeamonsTrellis Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2023Oct 6, 2023
Amanda EilersTrellis Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2023Oct 6, 2023
Daniel William NeishTrellis Advisors, LLC independent RIABrighton Jones LLC independent RIARIA to RIAMar 18, 2022Mar 23, 2022
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3 moves match.