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 Capital 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 |
|---|---|---|---|---|---|
| Matthew Aaron Lester | Trinity Capital Management, LLC state registered | Lucky Man, LLC state registered | Other | Feb 26, 2014 | Jul 31, 2015 (520 d) |
| William Matthew Leisman | Trinity Capital Management, LLC state registered | Money Concepts Advisory Service other | Other | May 10, 2011 | May 4, 2011 |
| Matthew Aaron Lester | Trinity Capital Management, LLC state registered | Lamco, LLC unclassified | Other | Jul 27, 2010 | Jul 7, 2010 |
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3 moves match.