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 Monex Asset 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
Mayra Rubalcaba RodriguezMonex Asset Management, Inc. independent RIAGbm Wealth Management, Inc. independent RIARIA to RIAJul 2, 2025Oct 22, 2025 (112 d)
Inaki Suarez SalinasMonex Asset Management, Inc. independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseMay 23, 2023May 22, 2023
Oliver Blanco MaldonadoMonex Asset Management, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseJun 9, 2022May 13, 2022
Jaime SuarezMonex Asset Management, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseAug 30, 2021Aug 5, 2021
Daniel BrinkmanMonex Asset Management, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseAug 30, 2021Aug 5, 2021
Samantha MaderoMonex Asset Management, Inc. otherMorgan Stanley wirehouseOtherNov 27, 2018Jan 25, 2019 (59 d)
Jose Roberto Lopez GonzalezMonex Asset Management, Inc. otherIpg Investment Advisors, LLC independent RIAOtherSep 20, 2017May 22, 2018 (244 d)
Nora Calderon GilMonex Asset Management, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 31, 2015May 2, 2016 (123 d)
Page 1 of 1
8 moves match.