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 Tritonpoint 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 |
|---|---|---|---|---|---|
| Alisha Patel | Tritonpoint Wealth, LLC independent RIA | Tritonpoint Capital, LLC independent RIA | RIA to RIA | Jul 1, 2026 | May 18, 2026 |
| Gregory Todd Powers | Tritonpoint Wealth, LLC independent RIA | Tritonpoint Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 12, 2025 | Feb 7, 2025 |
| Meredith Anne Mccall | Tritonpoint Wealth, LLC independent RIA | Tritonpoint Partners, LLC independent RIA | RIA to RIA | Aug 12, 2025 | Feb 27, 2025 |
| Megan L Hayden | Tritonpoint Wealth, LLC independent RIA | Tritonpoint Partners, LLC independent RIA | RIA to RIA | Aug 11, 2025 | Feb 27, 2025 |
| Jennifer Chelsea Antosh | Tritonpoint Wealth, LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Aug 11, 2025 | Nov 17, 2025 (98 d) |
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5 moves match.