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
Alexander Pingol Tuason
Feed of 09/14/2026
Also filed as Alex Tuason
At current firm
6 y
since May 21, 2020
In the industry
19 y
since Jul 12, 2007 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Morgan Stanley wirehouse currentsince May 21, 2020 · New York, Ny
- Lebenthal Wealth Advisors, LLC formerMay 13, 2014 to Jun 16, 2016 · New York, Ny
- Lebenthal Asset Management, LLC formerMar 28, 2014 to Jun 26, 2014 · New York, Ny
- Morgan Stanley wirehouseAug 24, 2011 to Apr 7, 2014 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Lebenthal Wealth Advisors, LLC to Morgan Stanleyleft Jun 16, 2016, registered May 21, 2020 (1435 days) · Other · moved with a team
- Lebenthal Asset Management, LLC to Lebenthal Wealth Advisors, LLCleft Jun 26, 2014, registered May 13, 2014 (-44 days) · channel change inside one enterprise, not a move
- Morgan Stanley to Lebenthal Asset Management, LLCleft Apr 7, 2014, registered Mar 28, 2014 (-10 days) · Other
Signals
No dated event on this person.
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
- Wirehousederived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address