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 Trident 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Henry Cierski | Trident Advisors LLC state registered | Madison Global Advisors LLC independent RIA | Other | Jan 8, 2018 | Oct 19, 2021 (1380 d) |
| David Stanley Kaplan | Trident Advisors LLC state registered | Madison Global Advisors LLC independent RIA | Other | Jan 5, 2018 | Nov 15, 2021 (1410 d) |
| Timothy Vincent Longo | Trident Advisors LLC state registered | Partners Capital Services, Inc. other | Other | Aug 26, 2015 | Aug 27, 2015 |
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3 moves match.