DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Trinity Financial Partners
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 |
|---|---|---|---|---|---|
| James Lee Fisher | Nfp Advisor Services, LLC other | Trinity Financial Partners no RAUM | Other | Jul 15, 2005 | Dec 2, 2025 (7445 d) |
| Fredric Brian Fisher | Mercer Advisors unclassified | Trinity Financial Partners other | Other | Jan 20, 2004 | Oct 18, 2005 (637 d) |
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2 moves match.