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 Trillium 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 |
|---|---|---|---|---|---|
| Steven Mitchell Laska | Cwm, LLC BD affiliated | Trillium Wealth LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2026 | Mar 27, 2026 |
| James Henry Smith | Cwm, LLC BD affiliated | Trillium Wealth LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2026 | May 8, 2026 |
| Thomas Avery Skelley | Cwm, LLC BD affiliated | Trillium Wealth LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2026 | Apr 30, 2026 |
| Ashley Nicole Janosek | Cwm, LLC BD affiliated | Trillium Wealth LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2026 | Apr 30, 2026 |
| Matthew James Gomoll | Cwm, LLC BD affiliated | Trillium Wealth LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2026 | Apr 30, 2026 |
| Lucas John Thompson | Cwm, LLC BD affiliated | Trillium Wealth LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2026 | Apr 30, 2026 |
| Cherry Gayle Laska | Capital Financial Services LLC independent RIA | Trillium Wealth LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2023 | Apr 30, 2026 (851 d) |
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7 moves match.