DFX Intelligence
Advisor moves
Arrivals at Trinity Financial Partners II, 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 |
|---|---|---|---|---|---|
| Benjamin Reid Chambers | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Trinity Financial Partners II, LLC independent RIA | Wirehouse to independent RIA | Jun 16, 2015 | Jun 22, 2015 |
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1 moves match.