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 Trinitypoint Wealth, 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
Matthew Charles CoutcherUnited Capital Financial Advisors BD affiliatedTrinitypoint Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 6, 2022Aug 23, 2022
William Michael SmileyPenland Legacy Advisors, LLC independent RIATrinitypoint Wealth, LLC independent RIARIA to RIAOct 23, 2019Oct 3, 2019
Michael Francis MahoneyMorgan Stanley Investment Management Inc. asset managerTrinitypoint Wealth, LLC independent RIAOtherJun 15, 2018Sep 24, 2021 (1197 d)
Eric Joseph PasseriBeirne. mixed wealthTrinitypoint Wealth, LLC no RAUMRIA to a newly registered adviserJun 8, 2018Jun 5, 2018
James Andrew BetzigBeirne. mixed wealthTrinitypoint Wealth, LLC no RAUMRIA to a newly registered adviserJun 8, 2018Jun 8, 2018
Lise Marie RobinsonBeirne. mixed wealthTrinitypoint Wealth, LLC no RAUMRIA to a newly registered adviserJun 8, 2018Jun 8, 2018
Jana M L'EtoileBeirne. mixed wealthTrinitypoint Wealth, LLC no RAUMRIA to a newly registered adviserJun 8, 2018Jun 5, 2018
Dana Rose MascaloBeirne. mixed wealthTrinitypoint Wealth, LLC no RAUMRIA to a newly registered adviserJun 8, 2018Jun 11, 2018
Joseph Robert RomanoA.G.P / Alliance Global Partners otherTrinitypoint Wealth, LLC independent RIAOtherAug 26, 2011Jun 18, 2021 (3584 d)
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9 moves match.