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 Trutina Financial

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.

AdvisorFromToTypeLeftRegistered
Matthew Michael MyersTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Kyle Edward HaugeTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Geoffrey Peter SchockTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Sabrina Kathleen McgurrTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Melissa Ann KarpenTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Ashley Kathleen Frost CorleyTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Michael Thomas CoyneTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Shannon Elizabeth ReidTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Ryan Eric ColkittTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 12, 2023
Vinh Hoang NguyenTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Clayton HunterTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Anthony Scott DobleTrutina Financial mixed wealthEversource Wealth Advisors, LLC independent RIARIA to RIASep 27, 2022Aug 23, 2024 (696 d)
Tobias ShinerTrutina Financial mixed wealthB.O.S.S. Retirement Advisors, LLC independent RIARIA to RIAApr 11, 2022Jan 25, 2023 (289 d)
Todd William CarterTrutina Financial mixed wealthInvestor Fan independent RIARIA to RIAFeb 15, 2021Jul 1, 2024 (1232 d)
Stephen Edward KrihaTrutina Financial mixed wealthTenere Financial state registeredRIA to a state-registered adviserJan 26, 2021May 3, 2016
Anita Linda GrayTrutina Financial otherVestory, LLC otherOtherMay 12, 2016Oct 28, 2016 (169 d)
Shara Alea PagelsTrutina Financial otherClearbrook Investment Management, LLC state registeredOtherMay 12, 2016Aug 10, 2016 (90 d)
Betsy Joann ColeTrutina Financial otherD.A. Davidson & Co. otherOtherNov 19, 2015Dec 18, 2015
Kaitlenn Elizabeth VercioTrutina Financial otherEvergreen Capital Management LLC otherOtherSep 11, 2015Sep 28, 2015
Jacy Ryan HixonTrutina Financial otherCrossroads Advisor Network LLC no RAUMOtherJul 1, 2015Feb 10, 2023 (2781 d)
David Gino GianniniTrutina Financial otherPrivate Asset Management Inc otherOtherNov 10, 2014Nov 10, 2014
Lynn Marie ChambersTrutina Financial otherWaddell & Reed otherOtherAug 11, 2014Oct 27, 2014 (77 d)
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22 moves match.