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 Trivium Point Advisory, 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 |
|---|---|---|---|---|---|
| Brandon Levine | Trivium Point Advisory, LLC independent RIA | Continuum Advisory, LLC independent RIA | RIA to RIA | May 14, 2024 | Jun 17, 2024 (34 d) |
| Eric Mechler | Trivium Point Advisory, LLC independent RIA | Alpha Zero LLC no RAUM | RIA to a newly registered adviser | May 6, 2022 | May 6, 2022 |
| Jordan Michael Grabowski | Trivium Point Advisory, LLC independent RIA | Alpha Zero LLC no RAUM | RIA to a newly registered adviser | May 6, 2022 | Jul 5, 2022 (60 d) |
| Anthony Walter Leone | Trivium Point Advisory, LLC independent RIA | Alpha Zero LLC no RAUM | RIA to a newly registered adviser | May 6, 2022 | Jun 21, 2022 (46 d) |
| John Augustin Sullivan | Trivium Point Advisory, LLC independent RIA | Alpha Zero LLC no RAUM | RIA to a newly registered adviser | May 6, 2022 | May 6, 2022 |
| Steven C Pawlowski | Trivium Point Advisory, LLC independent RIA | Marcum Wealth, LLC independent RIA | RIA to RIA | Mar 14, 2022 | Mar 24, 2022 |
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6 moves match.