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 Trb Wealth Management, 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 |
|---|---|---|---|---|---|
| Benjamin Adam Fedorko | Trb Wealth Management, LLC other | Endeavor Advisors, LLC independent RIA | Other | Aug 24, 2026 | Sep 11, 2026 |
| John Robin Stewart | Trb Wealth Management, LLC other | Mariner BD affiliated | Other | Aug 11, 2026 | Aug 11, 2026 |
| Darren Hem | Trb Wealth Management, LLC other | Beacon Pointe Advisors, LLC independent RIA | Other | May 26, 2026 | Jun 16, 2026 |
| Joseph C Klein | Trb Wealth Management, LLC mixed wealth | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Sep 22, 2025 | Oct 10, 2025 |
| Kevin Whitworth | Trb Wealth Management, LLC mixed wealth | Arkadios Wealth Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 5, 2025 | Jan 30, 2025 |
| Stacy Ann Wells | Trb Wealth Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 18, 2023 | Jul 21, 2025 (642 d) |
| Lorena Soledad Garza | Trb Wealth Management, LLC independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Aug 3, 2022 | Sep 23, 2022 (51 d) |
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7 moves match.