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 Thirtynorth Investments, 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
Nicholas Creed TrappeyPelican Wealth Management state registeredThirtynorth Investments, LLC mixed wealthOtherMar 3, 2026Mar 2, 2026
H Clark Gaines JrMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseThirtynorth Investments, LLC otherOtherJan 7, 2014Jan 10, 2014
Margaret Blair DuquesnayIgnite Investments And Planning unclassifiedThirtynorth Investments, LLC otherOtherJul 26, 2013Jul 29, 2013
Marcel James DupreWealth Planners, LLC unclassifiedThirtynorth Investments, LLC otherOtherNov 10, 2010Dec 17, 2010 (37 d)
Suzanne Trappey MestayerWealth Planners, LLC unclassifiedThirtynorth Investments, LLC otherOtherNov 10, 2010Dec 17, 2010 (37 d)
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5 moves match.