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 Itau International Securities Inc.
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 |
|---|---|---|---|---|---|
| Raphael Silva Lacombe | Itau International Securities Inc. independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Jan 3, 2023 | Jan 18, 2023 |
| Marco Antonio Vieira Sadalla | Itau International Securities Inc. mixed wealth | Citi Private Advisory, LLC asset manager | Other | Aug 27, 2021 | Nov 23, 2021 (88 d) |
| Juan Carlos Larrazabal | Itau International Securities Inc. independent RIA | Stifel, Nicolaus & Company, Incorporated national BD | RIA to affiliated broker-dealer or bank | Nov 15, 2019 | Jul 8, 2025 (2062 d) |
| Beatriz C Romero | Itau International Securities Inc. independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Sep 5, 2019 | Aug 20, 2020 (350 d) |
| Victor Luiz Mecozzi | Itau International Securities Inc. independent RIA | Brasil Plural Investment Advisor LLC no RAUM | Other | Sep 4, 2018 | Nov 21, 2019 (443 d) |
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5 moves match.