This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CORIENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 5, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Sep 5, 2006

First registration

Mar 18, 2008

Dual registered

no

IAPD individual key

5106877

• Occurred

  Aug 2, 2023
  Advisor changed firm

  Fernanda Novaes left Intercontinental Wealth Advisors, Llc for Corient (registered 2023-08-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2beb7aa6-95aa-b7d7-b179-1add75a3af3c

First observed

Mar 18, 2008

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.