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 Trinity Strategic Wealth
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 |
|---|---|---|---|---|---|
| John David Moore | Raymond James Financial Services Advisors, Inc BD affiliated | Trinity Strategic Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2025 | Oct 2, 2025 |
| Jeremy Dean Lott | Raymond James Financial Services Advisors, Inc BD affiliated | Trinity Strategic Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2025 | Oct 7, 2025 |
| Ian Douglas Kiefer | Raymond James Financial Services Advisors, Inc BD affiliated | Trinity Strategic Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2025 | Oct 2, 2025 |
| Caleb James Mazzei | Raymond James Financial Services Advisors, Inc BD affiliated | Trinity Strategic Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2025 | Oct 2, 2025 |
| Derrick Alan Sands | Raymond James Financial Services Advisors, Inc BD affiliated | Trinity Strategic Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2025 | Oct 2, 2025 |
| Keith Allen Van Dyke | Raymond James Financial Services Advisors, Inc BD affiliated | Trinity Strategic Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2025 | Oct 6, 2025 |
| Jeffrey R Small | Raymond James Financial Services Advisors, Inc BD affiliated | Trinity Strategic Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2025 | Oct 2, 2025 |
| Dennis Allen Zeimet | Raymond James Financial Services Advisors, Inc BD affiliated | Trinity Strategic Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2025 | Oct 2, 2025 |
| Andrew Kirk Locke | Raymond James Financial Services Advisors, Inc BD affiliated | Trinity Strategic Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2025 | Oct 2, 2025 |
| Allison Kate Fletcher | Raymond James Financial Services Advisors, Inc BD affiliated | Trinity Strategic Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2025 | Oct 2, 2025 |
| Karig Gene Stoup | Raymond James Financial Services Advisors, Inc BD affiliated | Trinity Strategic Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2025 | Oct 2, 2025 |
| Andrew Kurt Steinmetz | Raymond James Financial Services Advisors, Inc BD affiliated | Trinity Strategic Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2025 | Oct 2, 2025 |
| Taylor James Bennett | Raymond James Financial Services Advisors, Inc BD affiliated | Trinity Strategic Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2025 | Oct 2, 2025 |
| Carson Dean Chambers | Raymond James Financial Services Advisors, Inc BD affiliated | Trinity Strategic Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2025 | Oct 2, 2025 |
| Michael Paul Mazzei | Raymond James Financial Services Advisors, Inc BD affiliated | Trinity Strategic Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 2, 2025 | Oct 2, 2025 (122 d) |
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15 moves match.