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
Camille Ramirez -Dostert
Feed of 09/14/2026
Also filed as Camille Andrea Ramirez
At current firm
1 y
since Jun 6, 2025
In the industry
24 y
since Oct 29, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Hsbc Securities (USA) Inc. BD affiliated currentsince Jun 6, 2025 · Scarsdale, Ny
- Wells Fargo Advisors wirehouseJan 4, 2017 to May 23, 2025 · New York, Ny
- Morgan Stanley wirehouseDec 17, 2012 to Jan 6, 2017 · Waltham, Ma
- UBS Financial Services Inc. wirehouseNov 16, 2004 to Dec 21, 2012 · Wellesley, Ma
- UBS Financial Services Inc. wirehouseApr 5, 2002 to Sep 15, 2003 · Tarrytown, Ny
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Hsbc Securities (USA) Inc.left May 23, 2025, registered Jun 6, 2025 (14 days) · Wirehouse to affiliated broker-dealer or bank
- Morgan Stanley to Wells Fargo Advisorsleft Jan 6, 2017, registered Jan 4, 2017 (-2 days) · Wirehouse to wirehouse · moved with a team
- UBS Financial Services Inc. to Morgan Stanleyleft Dec 21, 2012, registered Dec 17, 2012 (-4 days) · Wirehouse to wirehouse
Signals
- Camille Ramirez -Dostert left Wells Fargo Advisors for Hsbc Securities (Usa) Inc. (registered 2025-06-06)May 23, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address