DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Trumix 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 |
|---|---|---|---|---|---|
| Kevin James O`Laughlin | Cahill Financial Advisors, Inc. independent RIA | Trumix Advisors independent RIA | RIA to RIA | Oct 3, 2024 | Oct 9, 2024 |
| Tyler Jon Engbrecht | Fure Financial Corporation independent RIA | Trumix Advisors independent RIA | RIA to RIA | Feb 5, 2021 | Jan 6, 2021 |
| Grant Allan Meyer | Fure Financial Corporation independent RIA | Trumix Advisors independent RIA | RIA to RIA | Feb 5, 2021 | Jan 6, 2021 |
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3 moves match.