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 Andbanc Advisory 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
Gustavo Soares Zuquim NunesAndbanc Advisory LLC independent RIASantander Securities BD affiliatedRIA to affiliated broker-dealer or bankOct 18, 2024Jan 16, 2026 (455 d)
Marcelo Fabian UbalAndbanc Advisory LLC independent RIAPnc Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankNov 21, 2022Dec 6, 2022
Marcelo BorrelliAndbanc Advisory LLC independent RIAInsigneo Advisory Services, LLC mixed wealthRIA to RIASep 30, 2020Oct 6, 2020
Giuseppe MazzeoAndbanc Advisory LLC independent RIAHoldun Family Office LLC otherOtherJun 11, 2019Sep 11, 2019 (92 d)
Antonio Gomez RealAndbanc Advisory LLC independent RIAMora Capital Management, LLC independent RIARIA to RIAApr 23, 2018May 25, 2018 (32 d)
Daniel EulateAndbanc Advisory LLC independent RIAMora Capital Management, LLC independent RIARIA to RIAApr 23, 2018May 16, 2018
Javier Rodriguez AmblesAndbanc Advisory LLC otherKlosters Capital independent RIAOtherAug 23, 2016Oct 1, 2025 (3326 d)
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7 moves match.