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 Trs 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gary Max Goeppinger | Forthright Capital independent RIA | Trs Advisors, LLC state registered | RIA to a state-registered adviser | Mar 27, 2024 | Mar 24, 2024 |
| Ramon Vasquez Aguirre | Charles Schwab & Co., Inc. national BD | Trs Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 6, 2020 | Feb 13, 2020 |
| Richard Alan Maples | Jim Poe And Associates Inc. other | Trs Advisors, LLC state registered | Other | Feb 18, 2020 | Feb 17, 2017 |
| Ryan Lane Mcdonald | Jim Poe And Associates Inc. other | Trs Advisors, LLC state registered | Other | Dec 23, 2019 | Feb 26, 2018 |
| John Eugene Perez | Element Retirement & Investment Consultants, L.L.C. unclassified | Trs Advisors, LLC state registered | Other | Sep 5, 2019 | Feb 14, 2020 (162 d) |
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5 moves match.