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 Vectorglobal Iag, 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
Claudia Maria De La Paz BatlleVectorglobal Iag, Inc. independent RIASeaview Investment Managers LLC no RAUMOtherJun 26, 2026Jul 23, 2019
Carlos Enrique Gadala-MariaVectorglobal Iag, Inc. independent RIASeaview Investment Managers LLC asset managerOtherJun 26, 2026Jun 17, 2026
Eduardo Luis ArriagaVectorglobal Iag, Inc. independent RIASeaview Investment Managers LLC asset managerOtherJun 26, 2026May 7, 2021
Juan Carlos Sanchez CostesVectorglobal Iag, Inc. independent RIABbva Global Wealth Advisors, Inc. independent RIARIA to RIAJun 26, 2026Apr 22, 2026
Lorenzo Matias GuzmanVectorglobal Iag, Inc. independent RIASeaview Investment Managers LLC asset managerOtherJun 2, 2026Oct 22, 2025
Andrea Constanza Daniela Narbona LetelierVectorglobal Iag, Inc. independent RIAInsigneo Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 23, 2026Mar 12, 2026
Michael RicciardiVectorglobal Iag, Inc. independent RIABbva Global Wealth Advisors, Inc. independent RIARIA to RIAJan 7, 2026Jan 14, 2026
Isaac Isaias Gomez WolfVectorglobal Iag, Inc. independent RIAInvex Advisors LLC mixed wealthRIA to RIAJan 7, 2026Jan 26, 2026
Alberto ValdesVectorglobal Iag, Inc. independent RIAInsigneo Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 26, 2025Aug 11, 2025
Carlos Schwarz KleymanVectorglobal Iag, Inc. independent RIASeaview Investment Managers LLC asset managerOtherAug 12, 2025Sep 18, 2025 (37 d)
Luis M FernandezVectorglobal Iag, Inc. independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMar 23, 2023Mar 28, 2023
Felix D PaganelliVectorglobal Iag, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseOct 3, 2022Oct 17, 2022
Eduardo Alberto TellezVectorglobal Iag, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseJan 27, 2021Jan 22, 2021
Oscar Miguel MejiaVectorglobal Iag, Inc. independent RIASeaview Investment Managers LLC asset managerOtherMay 1, 2020Jun 18, 2021 (413 d)
Juan L SantosVectorglobal Iag, Inc. independent RIAFolionet Advisers LLC state registeredRIA to a state-registered adviserApr 30, 2019Jul 26, 2019 (87 d)
Carlos Eduardo Younes PadillaVectorglobal Iag, Inc. otherBulltick Wealth Management, LLC otherOtherJan 15, 2016Dec 11, 2015
Orlando LescanoVectorglobal Iag, Inc. otherBb&T Investment Services, Inc. no RAUMOtherFeb 20, 2014Feb 12, 2014
Roberto Ramiro PenaVectorglobal Iag, Inc. otherLPL Financial LLC otherOtherJul 19, 2011Aug 9, 2011
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18 moves match.