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.

Registered advisor

Dagmara Katarzyna Frankowska

Btg Pactual Asset Management US , LLCasset managerNew York, Nydual registrantIAPD 3165855

Feed of 09/14/2026

Also filed as Dagmara K Frankowska

At current firm

0 y

since Dec 9, 2025

In the industry

25 y

since Aug 14, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Btg Pactual Asset Management US , LLC asset manager current
since Dec 9, 2025 · New York, Ny
Creative Planning Institutional Advisors, LLC institutional
Aug 29, 2024 to Dec 9, 2025 · Irving, Tx
Sageview Private Client Group, LLC former
Aug 29, 2024 to Dec 9, 2025 · Irving, Tx
Fsc Securities Corporation former
Jul 29, 2021 to Nov 3, 2023 · Atlanta, Ga
Sagepoint Financial, Inc. former
Jul 29, 2021 to Sep 1, 2023 · Scottsdale, Az
Woodbury Financial Services, Inc. former
Dec 14, 2020 to Jan 19, 2024 · Oakdale, Mn
Osaic Wealth, Inc. BD affiliated
Dec 14, 2020 to May 17, 2024 · Scottsdale, Az
Concourse Financial Group Advisors former
Jun 30, 2017 to Nov 25, 2020 · Birmingham, Al
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 9, 2017 to Jun 5, 2017 · Jacksonville, Fl
Deutsche Bank Securities Inc. no RAUM
Nov 22, 2011 to Feb 3, 2016 · Jacksonville, Fl
Momentum Independent Network Inc. BD affiliated
Jun 29, 2010 to Jul 14, 2011 · Dallas, Tx
Hilltop Securities Inc. BD affiliated
Jan 6, 2009 to Jul 14, 2011 · Dallas, Tx
Snider Advisors independent RIA
Jul 30, 2008 to Jan 2, 2009 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

Sageview Private Client Group, LLC to Creative Planning Institutional Advisors, LLC
left Dec 9, 2025, registered Aug 29, 2024 (-467 days) · Other
Creative Planning Institutional Advisors, LLC to Btg Pactual Asset Management US , LLC
left Dec 9, 2025, registered Dec 9, 2025 (0 days) · Other
Osaic Wealth, Inc. to Sagepoint Financial, Inc.
left May 17, 2024, registered Jul 29, 2021 (-1023 days) · channel change inside one enterprise, not a move
Woodbury Financial Services, Inc. to Osaic Wealth, Inc.
left Jan 19, 2024, registered Dec 14, 2020 (-1131 days) · corporate re-registration, not a move
Fsc Securities Corporation to Sageview Private Client Group, LLC
left Nov 3, 2023, registered Aug 29, 2024 (300 days) · Other
Sagepoint Financial, Inc. to Fsc Securities Corporation
left Sep 1, 2023, registered Jul 29, 2021 (-764 days) · channel change inside one enterprise, not a move · moved with a team
Concourse Financial Group Advisors to Woodbury Financial Services, Inc.
left Nov 25, 2020, registered Dec 14, 2020 (19 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Concourse Financial Group Advisors
left Jun 5, 2017, registered Jun 30, 2017 (25 days) · Other
Deutsche Bank Securities Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Feb 3, 2016, registered Jan 9, 2017 (341 days) · Other
Hilltop Securities Inc. to Momentum Independent Network Inc.
left Jul 14, 2011, registered Jun 29, 2010 (-380 days) · Other
Momentum Independent Network Inc. to Deutsche Bank Securities Inc.
left Jul 14, 2011, registered Nov 22, 2011 (131 days) · Other
Snider Advisors to Hilltop Securities Inc.
left Jan 2, 2009, registered Jan 6, 2009 (4 days) · Other

Signals

Dagmara Katarzyna Frankowska left Creative Planning Institutional Advisors, Llc for Btg Pactual Asset Management Us , Llc (registered 2025-12-09)
Dec 9, 2025 · Advisor changed firm · fact
Dagmara Katarzyna Frankowska left Sageview Private Client Group, Llc for Creative Planning Institutional Advisors, Llc (registered 2024-08-29)
Dec 9, 2025 · Advisor changed firm · fact
Dagmara Katarzyna Frankowska left Fsc Securities Corporation for Sageview Private Client Group, Llc (registered 2024-08-29)
Nov 3, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Asset manager (funds and pooled vehicles)derived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address