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 Triton Wealth 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 |
|---|---|---|---|---|---|
| Paula Anne Landau | Eaglestone Wealth Advisors, Inc. other | Triton Wealth Management other | Other | Mar 17, 2014 | Mar 24, 2014 |
| Paula Anne Landau | Freed Advisors other | Triton Wealth Management other | Other | Jan 25, 2011 | Jan 24, 2011 |
| Karen Lapier Baer | LPL Financial LLC other | Triton Wealth Management other | Other | May 5, 2010 | Oct 8, 2010 (156 d) |
| Wayne Bruce Zussman | Medallion Advisory Services, LLC unclassified | Triton Wealth Management other | Other | Dec 31, 2007 | Jan 4, 2008 |
| Thaddeus Norman Toal | Medallion Advisory Services, LLC unclassified | Triton Wealth Management other | Other | Oct 26, 2004 | Sep 10, 2004 |
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5 moves match.