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 Trunorth 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 |
|---|---|---|---|---|---|
| Jean-Claude Schultz Morisset | Plante Moran Financial Advisors independent RIA | Trunorth Capital Management, LLC independent RIA | RIA to RIA | Apr 5, 2022 | Apr 27, 2022 |
| Kristin Mae Bennett | Plante Moran Financial Advisors independent RIA | Trunorth Capital Management, LLC independent RIA | RIA to RIA | Oct 16, 2019 | Aug 24, 2023 (1408 d) |
| Kevin Lee Miller | Plante Moran Financial Advisors independent RIA | Trunorth Capital Management, LLC independent RIA | RIA to RIA | Jan 3, 2019 | Feb 19, 2019 (47 d) |
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3 moves match.