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 Trivelloni Asset 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 |
|---|---|---|---|---|---|
| Kathleen Valerie Elliott | Premier Estate Planners, LLC independent RIA | Trivelloni Asset Management other | Other | Apr 16, 2018 | Apr 17, 2018 |
| Erin Marie Rohn | Primerica Advisors national BD | Trivelloni Asset Management other | Other | Jan 20, 2015 | Jul 28, 2015 (189 d) |
| Ellis Nurogar Liddell | Securities America Advisors, Inc. other | Trivelloni Asset Management other | Other | Nov 26, 2010 | Nov 30, 2010 |
Page 1 of 1
3 moves match.