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 Trinity Capital Management, 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 |
|---|---|---|---|---|---|
| Bradford Petersen Bagby | Bagby Capital Management, LLC unclassified | Trinity Capital Management, LLC state registered | Other | Nov 21, 2011 | Feb 27, 2014 (829 d) |
| Matthew Aaron Lester | Lamco, LLC unclassified | Trinity Capital Management, LLC state registered | Other | Dec 7, 2010 | Mar 24, 2011 (107 d) |
| William Matthew Leisman | Cambridge Investment Research Advisors, Inc. other | Trinity Capital Management, LLC state registered | Other | Nov 12, 2010 | Mar 24, 2011 (132 d) |
| Matthew Aaron Lester | Piper Sandler & Co. no RAUM | Trinity Capital Management, LLC state registered | Other | May 11, 2006 | Aug 1, 2006 (82 d) |
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4 moves match.