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

Arrivals at Trilogy Capital, Inc.

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
Justin Anthony Tyrrell	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Nov 29, 2017	Jan 5, 2016
Michael John Fibiger	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Nov 29, 2017	Nov 23, 2015
Mark Alan Nicolet	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Nov 29, 2017	Nov 23, 2015
Diego De Los Santos	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Nov 29, 2017	Jan 22, 2016
Edmundo Cereceres Alvarado	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. other	Other	Nov 29, 2017	Sep 8, 2016
Christopher Lee Gall	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Oct 24, 2017	Nov 23, 2015
Michael Barrows	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Oct 20, 2017	Jan 13, 2016
Sheryl Angella Stern	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Oct 20, 2017	Jan 13, 2016
Kevin Daniel Leon	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Sep 7, 2017	Nov 23, 2015
David Rae	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Jun 13, 2017	Jan 13, 2016
Rebecca Rose Desoto	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. other	Other	Mar 23, 2017	Mar 24, 2016
Jonathan Jed Meyers	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. other	Other	Jan 3, 2017	Jul 5, 2016
Todd Adam Gurvis	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Dec 31, 2016	Dec 1, 2015
Scott Ryan Babbitt	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Dec 31, 2016	Nov 23, 2015
Leslie Davis Mcmullen	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Dec 31, 2016	Nov 23, 2015
Michael Joseph Broker	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Dec 31, 2016	Nov 23, 2015
Jeffrey Robert Hackbarth	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Dec 31, 2016	Dec 1, 2015
Kathleen Dempsey Muniz	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Oct 31, 2016	Feb 23, 2016
Suthipong Robert Chitrathorn	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Aug 25, 2016	Nov 23, 2015
Paul Michael Leone	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Jun 7, 2016	Feb 9, 2016
Millu Chang Ramirez	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Jun 2, 2016	Dec 1, 2015
Kenichi Igarashi	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Feb 2, 2016	Jan 13, 2016
Aaron Nazar Johnson	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Feb 2, 2016	Nov 23, 2015
Ian Mitchell Massey	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Jan 26, 2016	Nov 23, 2015
Ahmed Iqbal Ghulamali	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Trilogy Capital, Inc. no RAUM	Other	Dec 31, 2015	Nov 23, 2015
Michael J Serio	J.P. Morgan Securities LLC wirehouse	Trilogy Capital, Inc. independent RIA	Wirehouse to independent RIA	Dec 8, 2011	Jul 24, 2024 (4612 d)
David Michael Mcdonough	Flagship Wealth Management unclassified	Trilogy Capital, Inc. independent RIA	Other	Dec 31, 2009	Apr 9, 2024 (5213 d)
Robert Joseph Dolan	Flagship Wealth Management unclassified	Trilogy Capital, Inc. independent RIA	Other	Dec 31, 2009	Mar 21, 2024 (5194 d)

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88 moves match.