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 Tritonpoint 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Austin Dale Edmunds | First Command Advisory Services BD affiliated | Tritonpoint Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 11, 2026 | Sep 14, 2026 |
| Andrew Kevan Schiff | United Capital Financial Advisors BD affiliated | Tritonpoint Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 3, 2023 | Oct 18, 2023 |
| Gregory Todd Powers | United Capital Financial Advisors BD affiliated | Tritonpoint Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 3, 2023 | Oct 18, 2023 |
| William Alan Sterling | United Capital Financial Advisors BD affiliated | Tritonpoint Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 3, 2023 | Oct 18, 2023 |
| Gregory Edward Blake | United Capital Financial Advisors BD affiliated | Tritonpoint Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 3, 2023 | Oct 18, 2023 |
| Peter Halbrook | United Capital Financial Advisors BD affiliated | Tritonpoint Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 3, 2023 | Oct 18, 2023 |
| Megan L Hayden | United Capital Financial Advisors BD affiliated | Tritonpoint Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 3, 2023 | Jan 2, 2024 (60 d) |
| Ryan Wilson Ferrell | United Capital Financial Advisors BD affiliated | Tritonpoint Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 3, 2023 | Jan 29, 2024 (87 d) |
| Meredith Anne Mccall | United Capital Financial Advisors BD affiliated | Tritonpoint Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 2, 2023 | Jan 2, 2024 (61 d) |
| Jake James Schoenfeld | United Capital Financial Advisors BD affiliated | Tritonpoint Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 2, 2023 | Jan 26, 2024 (85 d) |
| Jonathan Brett Rosner | United Capital Financial Advisors BD affiliated | Tritonpoint Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 2, 2023 | Oct 18, 2023 |
| Howard Stuart Rothman | J.P. Morgan Securities LLC wirehouse | Tritonpoint Wealth, LLC independent RIA | Wirehouse to independent RIA | Aug 7, 2023 | Nov 22, 2024 (473 d) |
Page 1 of 1
12 moves match.