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 Trent Capital Management, 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 |
|---|---|---|---|---|---|
| Morgan Boyd Sizer | Sowell Management independent RIA | Trent Capital Management, Inc. independent RIA | RIA to RIA | Mar 13, 2020 | Mar 26, 2020 |
| Kevin Andrew Clark | Signator Investors, Inc. other | Trent Capital Management, Inc. other | Other | Jul 19, 2017 | Jul 21, 2017 |
| Jessica Marie Heath | Arvest Wealth Management other | Trent Capital Management, Inc. other | Other | Apr 27, 2015 | Sep 8, 2017 (865 d) |
| Gregory Gaines Young | Arvest Wealth Management other | Trent Capital Management, Inc. other | Other | Jul 1, 2010 | Jul 23, 2010 |
| Chris William Vincent | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Trent Capital Management, Inc. other | Other | Mar 6, 2008 | Nov 9, 2009 (613 d) |
| Norman Joseph Strickland | Equitable Advisors, LLC national BD | Trent Capital Management, Inc. other | Other | Jan 14, 2003 | Apr 25, 2011 (3023 d) |
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6 moves match.