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 Trinitypoint Wealth, 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 |
|---|---|---|---|---|---|
| Michael Francis Mahoney | Trinitypoint Wealth, LLC independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Jan 28, 2025 | Jan 17, 2025 |
| Eric Joseph Passeri | Trinitypoint Wealth, LLC independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Jan 28, 2025 | Jan 27, 2025 |
| William Michael Smiley | Trinitypoint Wealth, LLC independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Jan 28, 2025 | Jan 24, 2025 |
| James Andrew Betzig | Trinitypoint Wealth, LLC independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Jan 28, 2025 | Jan 24, 2025 |
| Lise Marie Robinson | Trinitypoint Wealth, LLC independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Jan 28, 2025 | Jan 27, 2025 |
| Jana M L'Etoile | Trinitypoint Wealth, LLC independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Jan 28, 2025 | Jan 24, 2025 |
| Dana Rose Mascalo | Trinitypoint Wealth, LLC independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Jan 28, 2025 | Jan 24, 2025 |
| Joseph Robert Romano | Trinitypoint Wealth, LLC independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Jan 28, 2025 | Jan 24, 2025 |
| Matthew Charles Coutcher | Trinitypoint Wealth, LLC independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Jan 28, 2025 | Jan 24, 2025 |
| Kristopher Alexander Roper | Trinitypoint Wealth, LLC independent RIA | Coastal Bridge Advisors independent RIA | RIA to RIA | Jan 28, 2025 | Jan 17, 2025 |
| Tyler Joseph D'Amore | Trinitypoint Wealth, LLC independent RIA | Bridgelight Financial Advisors, Inc independent RIA | RIA to RIA | Feb 20, 2024 | May 29, 2024 (99 d) |
| Christopher Joseph Macca | Trinitypoint Wealth, LLC independent RIA | Principle Wealth independent RIA | RIA to RIA | Jun 1, 2020 | Feb 25, 2021 (269 d) |
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12 moves match.