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 Triad Investment 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.

AdvisorFromToTypeLeftRegistered
Tait Christopher LaneTriad Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIANov 15, 2022Oct 3, 2022
Randall Waner KimTriad Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIANov 15, 2022Oct 3, 2022
Lincoln Paul KopetskiTriad Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIAOct 5, 2022Oct 6, 2022
Joseph Roderick CilleyTriad Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIAOct 4, 2022Oct 3, 2022
Thomas Aaron BakamusTriad Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIAOct 4, 2022Oct 3, 2022
Michael Christopher BaerTriad Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIAOct 4, 2022Oct 3, 2022
Kelsey Ann CurtisTriad Investment Management independent RIAMerit Financial Advisors independent RIARIA to RIAOct 4, 2022Oct 3, 2022
Nicholas Stephen WoldTriad Investment Management independent RIAMadrona Financial & Cpas independent RIARIA to RIAOct 4, 2022Jan 20, 2023 (108 d)
Ross KrauseTriad Investment Management independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 5, 2020Nov 16, 2020
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9 moves match.