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 Triune Financial Partners, 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 |
|---|---|---|---|---|---|
| Anne Elinor Winship | Triune Financial Partners, LLC independent RIA | Lnw independent RIA | RIA to RIA | May 14, 2026 | Aug 14, 2026 (92 d) |
| Bryan James Gum | Triune Financial Partners, LLC independent RIA | Xypn Sapphire asset manager | Other | Feb 24, 2025 | Mar 24, 2025 |
| Richard David Armstrong | Triune Financial Partners, LLC independent RIA | Moneta Group Investment Advisors, LLC independent RIA | RIA to RIA | Mar 10, 2023 | May 2, 2023 (53 d) |
| Steven Paul Anderson | Triune Financial Partners, LLC independent RIA | Umb Financial Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 27, 2023 | Feb 15, 2023 |
| Matthew M Bickley | Triune Financial Partners, LLC independent RIA | Freedom Wealth Advisors, LLC state registered | RIA to a state-registered adviser | May 28, 2020 | Apr 19, 2024 (1422 d) |
| Martin Andrew Garrison | Triune Financial Partners, LLC other | Firstpoint Financial, LLC other | Other | Oct 9, 2014 | Oct 3, 2014 |
Page 1 of 1
6 moves match.