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 Triangle Wealth Management
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 |
|---|---|---|---|---|---|
| Nicholas Andrew Faulkner | Triangle Wealth Management independent RIA | Integra Wealth independent RIA | RIA to RIA | Feb 27, 2025 | May 8, 2025 (70 d) |
| Louis Tanner Crawford | Triangle Wealth Management independent RIA | Csenge Advisory Group, LLC independent RIA | RIA to RIA | May 11, 2023 | Mar 13, 2024 (307 d) |
| Caroline A Zuendel | Triangle Wealth Management independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jul 16, 2021 | Feb 4, 2022 (203 d) |
| Richard Cavanagh Mcelroy | Triangle Wealth Management other | Hayden Royal other | Other | Jun 13, 2016 | Jun 11, 2016 |
| Michael Hakerem | Triangle Wealth Management other | Empowered Portfolios, LLC unclassified | Other | Jun 17, 2014 | Jul 7, 2015 (385 d) |
| Mary Caroline Shamburg | Triangle Wealth Management other | Jbj Investment Partners, LLC other | Other | May 2, 2014 | Apr 7, 2015 (340 d) |
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6 moves match.