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 Trunorth Advisors

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
Corrine Anita LowitzTrunorth Advisors independent RIAFoster Victor independent RIARIA to RIADec 2, 2025Feb 3, 2026 (63 d)
Andrew John BencivengaTrunorth Advisors independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAOct 24, 2025Jul 15, 2025
John Gordon FordTrunorth Advisors independent RIAWells Fargo Advisors wirehouseRIA to wirehouseOct 21, 2025Feb 16, 2026 (118 d)
Brett F AndersonTrunorth Advisors independent RIAFountainhead Wealth Planning state registeredRIA to a state-registered adviserOct 14, 2025Mar 13, 2026 (150 d)
Sarah Beth ShalalaTrunorth Advisors independent RIAColonial Trust Advisors, Inc. independent RIARIA to RIAJan 17, 2025Feb 6, 2025
William Kerry MorganTrunorth Advisors independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 9, 2021Mar 10, 2021
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6 moves match.