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 Mora Capital Management, LLC

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.

AdvisorFromToTypeLeftRegistered
Juan GuerraMora Capital Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseMar 12, 2026Mar 17, 2026
Alexandro Ampudia TommasiMora Capital Management, LLC independent RIABolton Global Asset Management mixed wealthRIA to RIAJan 16, 2026Jan 9, 2026
Roger BoschMora Capital Management, LLC independent RIAAmerant Investments, Inc. mixed wealthRIA to RIANov 21, 2025Dec 9, 2025
Maria A HebditchMora Capital Management, LLC independent RIAInsigneo Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 22, 2025Aug 22, 2025
Ana Carolina ArnauMora Capital Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseMar 22, 2024Jul 1, 2024 (101 d)
Giselle Bircann MercadoMora Capital Management, LLC independent RIABolton Global Asset Management mixed wealthRIA to RIASep 6, 2022Aug 15, 2022
Eli ButnaruMora Capital Management, LLC independent RIABolton Global Asset Management mixed wealthRIA to RIAAug 12, 2022Aug 8, 2022
Jad HocheMora Capital Management, LLC independent RIAWizest Inc. no RAUMRIA to a newly registered adviserOct 6, 2021Jul 21, 2022 (288 d)
Stephen Charles PottsMora Capital Management, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 28, 2019Oct 24, 2019
German Ricardo MoraMora Capital Management, LLC independent RIAStonex International Advisors Inc independent RIARIA to RIAJun 28, 2019Jul 3, 2019
Cristina Claribel AcostaMora Capital Management, LLC independent RIACrescendo Asset Management LLC otherOtherOct 1, 2018Aug 30, 2019 (333 d)
Jeffrey Mark EagleMora Capital Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankAug 27, 2018Aug 6, 2018
Henry David Aguilar BelloMora Capital Management, LLC independent RIABci Securities, Inc. mixed wealthRIA to RIAJun 27, 2018Jun 27, 2018
Carey Mitchell BlecherMora Capital Management, LLC independent RIANfsg Corporation BD affiliatedRIA to affiliated broker-dealer or bankJun 6, 2018Nov 9, 2018 (156 d)
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14 moves match.