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 Trovena, 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 |
|---|---|---|---|---|---|
| Scott Alan Leonard | Worthpointe other | Trovena, LLC. other | Other | Aug 21, 2013 | Jan 6, 2012 |
| Eric Seiji Toya | Worthpointe other | Trovena, LLC. other | Other | Aug 21, 2013 | Jan 6, 2012 |
| Scott William O'Brien | Creative Planning other | Trovena, LLC. other | Other | May 29, 2012 | Jun 11, 2012 |
| Morgan Holton Smith | Exencial Wealth Advisors other | Trovena, LLC. other | Other | Feb 19, 2010 | Mar 4, 2010 |
| Hal Richard Schweiger | Capital Asset Advisors unclassified | Trovena, LLC. other | Other | Dec 31, 2008 | Oct 22, 2003 |
| Terrance Anthony Green | Collaborative Wealth Strategies Group, Inc. unclassified | Trovena, LLC. other | Other | Sep 29, 2003 | Sep 26, 2003 |
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6 moves match.