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 Trustcore Financial Services, 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.

AdvisorFromToTypeLeftRegistered
Haley Barr HardinRaymond James Financial Services Advisors, Inc BD affiliatedTrustcore Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 25, 2022Mar 7, 2022
Wade BilbreyProvident Wealth Management, LLC independent RIATrustcore Financial Services, LLC independent RIARIA to RIANov 29, 2021Dec 22, 2021
Cory Taylor MorrisonLPL Financial LLC BD affiliatedTrustcore Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 24, 2020Sep 11, 2020
David SteineJ.J.B. Hilliard, W.L. Lyons, LLC independent RIATrustcore Financial Services, LLC independent RIARIA to RIAApr 8, 2019Apr 17, 2019
Matthew Field BaderEnvision Wealth Planning otherTrustcore Financial Services, LLC otherOtherNov 22, 2013Dec 2, 2013
Robert Bradley Caldwell&Partners otherTrustcore Financial Services, LLC otherOtherMar 13, 2012Mar 15, 2012
Frederick Ehrenberg CongdonEsi Financial Advisors otherTrustcore Financial Services, LLC otherOtherNov 17, 2010Nov 16, 2010
Robert Owen WalkerAvondale Partners, LLC otherTrustcore Financial Services, LLC otherOtherJun 25, 2010Jul 12, 2010
David Allen RhodesFinancial Planning Corporation unclassifiedTrustcore Financial Services, LLC otherOtherDec 31, 2008Jan 6, 2009
Beverly Leann BarnesMorgan Keegan & Company, LLC otherTrustcore Financial Services, LLC otherOtherJul 8, 2008Mar 3, 2009 (238 d)
Linda Ellen Grant-SmithAmerican Portfolios Advisors, Inc otherTrustcore Financial Services, LLC otherOtherFeb 8, 2006Feb 1, 2006
Joshua F ParkerAmsouth Investment Management Company LLC unclassifiedTrustcore Financial Services, LLC otherOtherDec 21, 2005Jan 10, 2006
Terri Bolden WardNew England Securities Corporation otherTrustcore Financial Services, LLC otherOtherJan 3, 2005Jan 31, 2005
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13 moves match.