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 Triumph Wealth Advisors, Inc.

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
Daniel Richard GarvinTriumph Wealth Advisors, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAOct 14, 2024Jun 26, 2024
William Earl SmithTriumph Wealth Advisors, Inc. independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAJun 5, 2024Jun 7, 2024
Arthur Roy McphersonTriumph Wealth Advisors, Inc. independent RIAProstatis Financial Advisors Group independent RIARIA to RIAMay 30, 2024Feb 25, 2019
Sean Randolph StevensTriumph Wealth Advisors, Inc. independent RIALatitude Investment Group state registeredRIA to a state-registered adviserMay 30, 2024Jan 30, 2026 (610 d)
Erik Sean WilsonTriumph Wealth Advisors, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAMay 30, 2024Mar 20, 2026 (659 d)
Jeffrey Alan DuncanTriumph Wealth Advisors, Inc. independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 20, 2024May 20, 2024
Donald Brian TrentlageTriumph Wealth Advisors, Inc. independent RIABrookstone Wealth Advisors, LLC no RAUMOtherApr 19, 2024Jun 4, 2024 (46 d)
John Tolan MintsTriumph Wealth Advisors, Inc. independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 2, 2024Jan 9, 2024
Jeremy Gene PillowTriumph Wealth Advisors, Inc. independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 2, 2024Jan 16, 2024
Jean Marie BaunTriumph Wealth Advisors, Inc. independent RIAChancellor Financial Group Wb LP independent RIARIA to RIADec 8, 2023Nov 12, 2019
David Alexis NicholasTriumph Wealth Advisors, Inc. independent RIANicholas Wealth Management independent RIARIA to RIAJan 7, 2022May 10, 2016
Casey CasonTriumph Wealth Advisors, Inc. independent RIAWorld Equity Group, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 27, 2021Jan 7, 2020
Gregory Lewis MoneyTriumph Wealth Advisors, Inc. independent RIACoastal Wealth Advisory Services, LLC state registeredRIA to a state-registered adviserJul 13, 2020Jun 16, 2020
Justin Jon BarhamTriumph Wealth Advisors, Inc. independent RIACoastal Wealth Advisory Services, LLC state registeredRIA to a state-registered adviserJul 13, 2020Jun 15, 2020
Jay Laurence WellsTriumph Wealth Advisors, Inc. independent RIAGreenbridge Partners LLC independent RIARIA to RIAJul 7, 2020Oct 17, 2019
Robert J SandTriumph Wealth Advisors, Inc. independent RIAFortis Group Advisors LLC independent RIARIA to RIAMar 2, 2020Mar 2, 2020
Michael Alfred MorganTriumph Wealth Advisors, Inc. independent RIACorecap Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 17, 2019Nov 26, 2019
Kenneth Raymond SavageTriumph Wealth Advisors, Inc. independent RIAWorld Equity Group, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 17, 2019Dec 17, 2019
John Donald StoverTriumph Wealth Advisors, Inc. independent RIAAlphastar Capital Management independent RIARIA to RIAOct 9, 2019Jul 15, 2019
Donald Nathan CameronTriumph Wealth Advisors, Inc. independent RIABrookstone Capital Management LLC independent RIARIA to RIAJul 1, 2019Jun 17, 2019
Antonio Dewayne SankeyTriumph Wealth Advisors, Inc. independent RIAAds Wealth Management LLC state registeredRIA to a state-registered adviserJun 20, 2019Oct 29, 2019 (131 d)
Jennifer Cerra VawterTriumph Wealth Advisors, Inc. otherIndependent Financial Group, LLC otherOtherMay 9, 2017Aug 15, 2017 (98 d)
John Patrick LynchTriumph Wealth Advisors, Inc. otherHorter Investment Management, LLC otherOtherSep 2, 2016Sep 6, 2016
Jeffrey Keegan MartinTriumph Wealth Advisors, Inc. otherHorter Investment Management, LLC otherOtherSep 2, 2016Sep 6, 2016
Jacquelyn Renea CampbellTriumph Wealth Advisors, Inc. otherBrookstone Wealth Advisors, LLC otherOtherApr 13, 2016Apr 26, 2016
Erick J ArnettTriumph Wealth Advisors, Inc. otherBrookstone Wealth Advisors, LLC otherOtherMar 2, 2016Mar 24, 2016
Edward Byron GibbsTriumph Wealth Advisors, Inc. otherGibbs Wealth Management, LLC independent RIAOtherNov 23, 2015Nov 19, 2015
Jeffrey Dale BrownTriumph Wealth Advisors, Inc. otherWilliams Advisory Group unclassifiedOtherNov 2, 2015Nov 25, 2015
Paul M. BailleyTriumph Wealth Advisors, Inc. otherRegal Investment Advisors LLC otherOtherAug 18, 2015Aug 17, 2015
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29 moves match.