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 Truvestments Capital 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 |
|---|---|---|---|---|---|
| Sean Allen Mason | Motiv8 Investments LLC independent RIA | Truvestments Capital LLC independent RIA | RIA to RIA | Sep 17, 2026 | Sep 17, 2026 |
| Michael Alexander Watkins | Virtue Capital Management, LLC independent RIA | Truvestments Capital LLC independent RIA | RIA to RIA | Nov 24, 2025 | Dec 22, 2025 |
| Kevin Jay Mcenerney | The Mcenerney Group unclassified | Truvestments Capital LLC independent RIA | Other | Dec 31, 2024 | Mar 20, 2020 |
| Daniel Lee Korth | Prosperity Financial Group, Inc. independent RIA | Truvestments Capital LLC independent RIA | RIA to RIA | Dec 31, 2023 | Jan 3, 2024 |
| Mathew Brett Manning | Cetera Investment Advisers LLC BD affiliated | Truvestments Capital LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 13, 2023 | Sep 1, 2023 |
| Philip Thomas Quigley | Integrity Alliance, LLC independent RIA | Truvestments Capital LLC independent RIA | RIA to RIA | Nov 7, 2022 | Nov 29, 2022 |
| Donald Mark Safstrom | Ameriprise Financial Services, LLC national BD | Truvestments Capital LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 21, 2022 | Oct 21, 2024 (973 d) |
| Bryon Keith Spicer | Simplicity Wealth no RAUM | Truvestments Capital LLC independent RIA | Other | Jan 8, 2020 | Jul 14, 2024 (1649 d) |
| David George Szabo | Wealth Pro Advisors, Inc. no RAUM | Truvestments Capital LLC independent RIA | Other | Mar 26, 2019 | Mar 18, 2019 |
| Elissa Ann Lovell | Private Vista, LLC other | Truvestments Capital LLC independent RIA | Other | Jan 29, 2018 | Mar 14, 2018 (44 d) |
| Danny Cory Howes | Motiv8 Investments LLC independent RIA | Truvestments Capital LLC independent RIA | RIA to RIA | Dec 21, 2017 | Feb 6, 2020 (777 d) |
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11 moves match.