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 Trillium Asset Management
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 |
|---|---|---|---|---|---|
| Raven Montana Brockriede | Morgan Stanley wirehouse | Trillium Asset Management independent RIA | Wirehouse to independent RIA | Mar 4, 2026 | Jul 21, 2026 (139 d) |
| Tobi Anne Mason | Rosenblum Silverman Sutton Sf Inc independent RIA | Trillium Asset Management mixed wealth | RIA to RIA | Jun 9, 2020 | Mar 18, 2022 (647 d) |
| Nakia A Maddox-Eubanks | Bainco International Investors LLC independent RIA | Trillium Asset Management mixed wealth | RIA to RIA | Nov 7, 2019 | Apr 14, 2022 (889 d) |
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3 moves match.