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 Trippon Wealth Management Group 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 |
|---|---|---|---|---|---|
| James Mark Trippon | Trippon Wealth Management Group LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 1, 2026 | Jul 16, 2026 |
| Travis Rhoad | Trippon Wealth Management Group LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 1, 2026 | Jul 16, 2026 |
| Tyler Olson | Trippon Wealth Management Group LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 1, 2026 | Jul 16, 2026 |
| Mitchell Craig | Trippon Wealth Management Group LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 1, 2026 | Jul 16, 2026 |
| Jordan Davis Mathews | Trippon Wealth Management Group LLC other | Sage Harbor Advisors, Inc. other | Other | Jun 29, 2009 | Apr 27, 2011 (667 d) |
Page 1 of 1
5 moves match.