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 Portfolio Advisors, 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.

AdvisorFromToTypeLeftRegistered
Darrell Scott HaynesTeam Financial Strategies independent RIATrinity Portfolio Advisors, LLC independent RIARIA to RIAOct 6, 2025Jan 8, 2026 (94 d)
Kathryn Ann AllenAspen Wealth Management, LLC independent RIATrinity Portfolio Advisors, LLC independent RIARIA to RIADec 13, 2018Dec 18, 2018
Tyisha Marie WolfeMorgan Stanley wirehouseTrinity Portfolio Advisors, LLC otherOtherJun 13, 2017Aug 16, 2017 (64 d)
Aaron Roderick EstradaCfo4life, L.P. otherTrinity Portfolio Advisors, LLC otherOtherAug 29, 2016Aug 6, 2016
Morgan Jo WebbCfo4life, L.P. otherTrinity Portfolio Advisors, LLC otherOtherJul 22, 2016Aug 5, 2016
John Allen ChalkMML Investors Services, LLC otherTrinity Portfolio Advisors, LLC otherOtherDec 15, 2009Jan 19, 2010 (35 d)
Matthew James OberstMML Investors Services, LLC otherTrinity Portfolio Advisors, LLC otherOtherNov 30, 2009Nov 30, 2009
Katherine Elaine NolteMML Investors Services, LLC otherTrinity Portfolio Advisors, LLC otherOtherNov 19, 2009Nov 18, 2009
Thomas Harlan KyleMML Investors Services, LLC otherTrinity Portfolio Advisors, LLC otherOtherNov 19, 2009Nov 20, 2009
Joe Nmn WylieMML Investors Services, LLC otherTrinity Portfolio Advisors, LLC otherOtherNov 16, 2009Nov 19, 2009
Gary Henry VogelMML Investors Services, LLC otherTrinity Portfolio Advisors, LLC otherOtherNov 16, 2009Nov 25, 2009
Tiffany S TaylorMML Investors Services, LLC otherTrinity Portfolio Advisors, LLC otherOtherNov 10, 2009Nov 20, 2009
Jeffrey Lee MccainMML Investors Services, LLC otherTrinity Portfolio Advisors, LLC otherOtherNov 10, 2009Nov 20, 2009
Wesley Ragan YoungRound Table Wealth Management otherTrinity Portfolio Advisors, LLC otherOtherMay 16, 2008Jan 19, 2010 (613 d)
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14 moves match.