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 Triumph Capital 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.

AdvisorFromToTypeLeftRegistered
Christopher Edward KolkerBay Colony Advisors independent RIATriumph Capital Management independent RIARIA to RIASep 30, 2025Oct 1, 2025
Jamar Joseph AndersonCommonwealth Financial Network national BDTriumph Capital Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 16, 2024Jan 25, 2024
Brent Edmund McgibbonNamcoa mixed wealthTriumph Capital Management independent RIARIA to RIASep 14, 2021Sep 16, 2021
Brian Philip KontyCetera Investment Advisers LLC BD affiliatedTriumph Capital Management no RAUMOtherFeb 11, 2020Feb 18, 2016
Derek Nathan EichenwaldSummit Financial Group Inc BD affiliatedTriumph Capital Management no RAUMOtherFeb 11, 2020Feb 19, 2016
Shea Ahren WinkellerSummit Financial Group Inc BD affiliatedTriumph Capital Management no RAUMOtherFeb 11, 2020Feb 19, 2016
James Baker PetersSummit Financial Group Inc BD affiliatedTriumph Capital Management no RAUMOtherFeb 11, 2020Feb 18, 2016
Ryan Michael CookSummit Financial Group Inc BD affiliatedTriumph Capital Management no RAUMOtherFeb 11, 2020Feb 18, 2016
Timothy Owings WatersSummit Financial Group Inc BD affiliatedTriumph Capital Management no RAUMOtherFeb 10, 2020Feb 19, 2016
Brian Timothy StarkSummit Financial Group Inc BD affiliatedTriumph Capital Management no RAUMOtherFeb 10, 2020Feb 19, 2016
Cory Philip RobinsonSummit Financial Group Inc BD affiliatedTriumph Capital Management no RAUMOtherFeb 10, 2020Feb 18, 2016
Daniel Lehan MayerSummit Financial Group Inc BD affiliatedTriumph Capital Management no RAUMOtherFeb 10, 2020Feb 18, 2016
Andrew James HoffmeyerCetera Investment Advisers LLC BD affiliatedTriumph Capital Management no RAUMOtherJun 20, 2019Feb 19, 2016
Gregory Robert SchoweCetera Investment Advisers LLC BD affiliatedTriumph Capital Management no RAUMOtherJan 29, 2019Feb 18, 2016
Brandon Carl DresplingCetera Investment Advisers LLC BD affiliatedTriumph Capital Management no RAUMOtherJan 29, 2019Feb 19, 2016
Thomas Ryan WilliamsAmeriprise Financial Services, LLC national BDTriumph Capital Management independent RIAAffiliated broker-dealer or bank to independent RIAJul 12, 2018May 22, 2020 (680 d)
Griffin Michael KirschEdward Jones national BDTriumph Capital Management otherOtherJan 17, 2017Mar 21, 2017 (63 d)
Stephen Joseph MurphyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTriumph Capital Management otherOtherOct 15, 2008Jun 29, 2017 (3179 d)
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18 moves match.