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 Advisors
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 |
|---|---|---|---|---|---|
| Timothy Alan Trier | Lord And Richards independent RIA | Trunorth Advisors independent RIA | RIA to RIA | May 7, 2026 | Jun 10, 2026 (34 d) |
| Louis Jacob Porter | Strategic Wealth Investment Group, LLC independent RIA | Trunorth Advisors independent RIA | RIA to RIA | Aug 13, 2025 | Jan 7, 2026 (147 d) |
| Jeffrey Lindsey | Equitable Advisors, LLC national BD | Trunorth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 28, 2025 | Jul 21, 2025 |
| Brandon Casas | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Trunorth Advisors independent RIA | Wirehouse to independent RIA | Jun 6, 2025 | Mar 16, 2026 (283 d) |
| John Gordon Ford | Park Avenue Securities LLC BD affiliated | Trunorth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 15, 2025 | Feb 4, 2025 |
| Andrew John Bencivenga | Bona Fide Finance state registered | Trunorth Advisors independent RIA | Other | Dec 23, 2024 | Feb 4, 2025 (43 d) |
| Corrine Anita Lowitz | Ameriprise Financial Services, LLC national BD | Trunorth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2024 | Feb 14, 2025 (70 d) |
| Brett F Anderson | Morgan Stanley wirehouse | Trunorth Advisors independent RIA | Wirehouse to independent RIA | Jun 9, 2023 | May 19, 2025 (710 d) |
| Julie Ann Worley | Cambridge Investment Research Advisors, Inc. BD affiliated | Trunorth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 2, 2023 | Feb 1, 2024 (244 d) |
| William Kerry Morgan | Edward Jones national BD | Trunorth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2020 | Apr 10, 2020 |
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10 moves match.