DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Trinity Financial Partners
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 |
|---|---|---|---|---|---|
| Fredric Brian Fisher | Trinity Financial Partners other | Trinity Capital Management, LLC independent RIA | Other | Sep 23, 2013 | Jan 1, 2025 (4118 d) |
| Daniel Ryan Baker | Trinity Financial Partners other | Trinity Capital Management, LLC other | Other | Sep 23, 2013 | Sep 24, 2013 |
| Lena Lisa Kaloostian | Trinity Financial Partners other | Trinity Capital Management, LLC other | Other | Sep 23, 2013 | Oct 3, 2013 |
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3 moves match.