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.
Advisor moves
Departures from We Family Offices
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Cesar Augusto Pachon | We Family Offices independent RIA | Gfo Advisory Services, LLC other | Other | Jul 23, 2026 | Sep 8, 2008 |
| Pedro Cantarelli | We Family Offices independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jun 9, 2026 | May 11, 2026 |
| Andres Guarin | We Family Offices independent RIA | Ernst & Young Investment Advisers Llp no RAUM | Other | Jul 25, 2023 | Jun 16, 2024 (327 d) |
| James Michael Ulseth | We Family Offices independent RIA | Fire Capital Management, LLC independent RIA | RIA to RIA | Aug 27, 2021 | Dec 11, 2019 |
| Evelyn Vigistain | We Family Offices independent RIA | Alliancebernstein L.P. asset manager | Other | Aug 27, 2021 | Oct 9, 2024 (1139 d) |
| Javier Vicente Gutierrez | We Family Offices independent RIA | Citigroup Global Markets Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 27, 2021 | Dec 23, 2025 (1579 d) |
| Manuel Cabielles | We Family Offices independent RIA | Hsbc Securities (USA) Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 10, 2018 | Apr 7, 2025 (2432 d) |
| Leonardo Rodriguez Gamboa | We Family Offices independent RIA | Wealth Solutions USA, LLC no RAUM | RIA to a newly registered adviser | Aug 10, 2018 | Aug 27, 2018 |
| Elaine King Fuentes | We Family Offices other | Wealth Solutions USA, LLC no RAUM | Other | Aug 19, 2016 | Jul 31, 2018 (711 d) |
| Kimberly Ann Arguello | We Family Offices other | J.P. Morgan Securities LLC wirehouse | Other | Aug 19, 2016 | Sep 18, 2019 (1125 d) |
| Kerly Leandra Chirinos | We Family Offices other | Morgan Stanley wirehouse | Other | Aug 19, 2016 | Jan 27, 2021 (1622 d) |
| Maria Senior | We Family Offices other | UBS Financial Services Inc. wirehouse | Other | May 1, 2015 | Feb 14, 2020 (1750 d) |
| Marcela Acevedo Kozupytsya | We Family Offices other | Citigroup Global Markets Inc. BD affiliated | Other | Mar 4, 2015 | Aug 31, 2022 (2737 d) |
| Eduardo Antonio Villa Ospina | We Family Offices other | Gfo Advisory Services, LLC other | Other | Apr 29, 2014 | Oct 20, 2008 |
| Thomas Mclemore Carroll | We Family Offices other | Suntrust Investment Services, Inc. other | Other | Nov 13, 2013 | Aug 12, 2014 (272 d) |
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15 moves match.