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 Trivelloni Asset 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 |
|---|---|---|---|---|---|
| Kathleen Valerie Elliott | Trivelloni Asset Management other | Thepartners Wealth Management independent RIA | Other | Dec 31, 2025 | Mar 27, 2025 |
| Antonio Bruno Trivelloni | Trivelloni Asset Management other | Thepartners Wealth Management independent RIA | Other | Dec 31, 2025 | Jun 3, 2026 (154 d) |
| Zachary J Smith | Trivelloni Asset Management other | Thepartners Wealth Management independent RIA | Other | Dec 31, 2025 | Mar 4, 2025 |
| Angelica Maria Lopez | Trivelloni Asset Management other | Commonwealth Financial Network national BD | Other | Nov 4, 2022 | Jan 31, 2023 (88 d) |
| James Charles Baldwin | Trivelloni Asset Management other | Summit Financial Working With People You Trust independent RIA | Other | Oct 23, 2021 | Oct 29, 2021 |
| Erin Marie Rohn | Trivelloni Asset Management other | Avantax Advisory Services other | Other | Aug 3, 2017 | Dec 20, 2016 |
| Ellis Nurogar Liddell | Trivelloni Asset Management other | Securities America Advisors, Inc. other | Other | Dec 15, 2010 | Dec 1, 2010 |
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7 moves match.