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 Alterna Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Noe Ortiz HernandezAlterna Wealth Management, Inc. independent RIABbva Global Wealth Advisors, Inc. independent RIARIA to RIAOct 22, 2025Nov 4, 2025
Alberto ValdesAlterna Wealth Management, Inc. independent RIAVectorglobal Iag, Inc. independent RIARIA to RIAFeb 11, 2025Feb 12, 2025
Matteo Hernandez-SadaAlterna Wealth Management, Inc. independent RIABbva Global Wealth Advisors, Inc. independent RIARIA to RIANov 7, 2023Aug 19, 2024 (286 d)
Ainhoa Sanchez CastroAlterna Wealth Management, Inc. independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseMar 8, 2023Apr 6, 2023
Roberto CortinagonzalezpazAlterna Wealth Management, Inc. independent RIACitigroup Global Markets Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 31, 2022Nov 2, 2022
Marcelo Andres GomezAlterna Wealth Management, Inc. independent RIATruist Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 30, 2022Sep 30, 2022
Juan Pablo BustamanteAlterna Wealth Management, Inc. independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseJun 9, 2022Jun 10, 2022
Vicente Humberto Velez PachecoAlterna Wealth Management, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseOct 7, 2021Oct 7, 2021
Roberto MartinezAlterna Wealth Management, Inc. independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseAug 19, 2021Sep 9, 2021
Antonio Palafox-CamaraAlterna Wealth Management, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseJul 14, 2021Jun 17, 2021
Paulina MerinoAlterna Wealth Management, Inc. independent RIAVectorglobal Iag, Inc. independent RIARIA to RIAApr 20, 2021May 18, 2021
Luis Felipe CamouAlterna Wealth Management, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseMar 4, 2021Mar 19, 2021
William Walter CathrinerAlterna Wealth Management, Inc. independent RIABanorte Asset Management, Inc. independent RIARIA to RIADec 19, 2019Mar 18, 2020 (90 d)
Alfonso Duarte RiosecoAlterna Wealth Management, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseMar 11, 2019Feb 28, 2019
Alberto Ramos AlatorreAlterna Wealth Management, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseMay 1, 2018May 8, 2018
Antonio Fernandez GutierrezAlterna Wealth Management, Inc. otherVectorglobal Iag, Inc. otherOtherDec 7, 2016Apr 28, 2017 (142 d)
Sean Joseph ContiAlterna Wealth Management, Inc. otherValic Financial Advisors, Inc. otherOtherNov 19, 2014Jul 8, 2016 (597 d)
Armando AcevedoAlterna Wealth Management, Inc. otherMorgan Stanley wirehouseOtherMar 15, 2013Jul 5, 2013 (112 d)
Jose Roberto Lopez GonzalezAlterna Wealth Management, Inc. otherMonex Asset Management, Inc. otherOtherOct 4, 2012Sep 30, 2014 (726 d)
Eduardo Alberto TellezAlterna Wealth Management, Inc. otherUBS Financial Services Inc. wirehouseOtherJun 2, 2011May 23, 2011
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20 moves match.