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 Consultiva Wealth Management, Corp.
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 |
|---|---|---|---|---|---|
| Andres Felipe Perea Galvez | Consultiva Wealth Management, Corp. other | Savile Private Wealth LLC no RAUM | Other | Sep 14, 2026 | Sep 14, 2026 |
| Carlos J Vega-Plaza | Consultiva Wealth Management, Corp. other | Socio-Economico state registered | Other | Jun 6, 2024 | May 5, 2025 (333 d) |
| Dmitri Victor Efimov | Consultiva Wealth Management, Corp. other | Citigroup Global Markets Inc. BD affiliated | Other | Oct 28, 2022 | Nov 9, 2022 |
| Dmitri Zapolskikh | Consultiva Wealth Management, Corp. institutional | Mission Prime LLC no RAUM | Other | Nov 9, 2021 | Feb 22, 2022 (105 d) |
| Alejandro J. San Antonio-Cuebas | Consultiva Wealth Management, Corp. institutional | Mainstreet Advisors, LLC state registered | Other | Jan 25, 2019 | Nov 18, 2020 (663 d) |
| Carlos Juan Miranda | Consultiva Wealth Management, Corp. other | Usadvisors Wealth Management, LLC other | Other | Jul 15, 2015 | Aug 10, 2015 |
| Alejandro J. San Antonio-Cuebas | Consultiva Wealth Management, Corp. other | Usadvisors Wealth Management, LLC other | Other | Jul 15, 2015 | Sep 4, 2015 (51 d) |
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7 moves match.