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

INVEX ADVISORS LLC

Current firm class

mixed wealth managerderived

Book size

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

Industry start

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Jun 17, 2014

First registration

Jun 18, 2014

Dual registered

yes, broker-dealer

Other names

RODOLFO DE ALMEIDA AGUEDA|RODOLFO DUNIN-BORKOWSKY|RODOLFO DE ALMEIDA|RODOLFO DE ALMEIDA AGUEDA|RODOLFO DUNIN BORKOWSKY|RODOLFO DUNIN-BORKOWSKY|RODOLFO DUNIN BORKOWSKY

IAPD individual key

4619135

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b94bde82-9212-2df5-2ab6-6391f729d44f

First observed

Jun 18, 2014

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.