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 Loyola Asset Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Arturo Hierro Bohigas | Loyola Asset Management LLC mixed wealth | Bolton Global Asset Management mixed wealth | RIA to RIA | Nov 29, 2022 | Nov 30, 2022 |
| Milagros Ramona Perez Leal | Loyola Asset Management LLC mixed wealth | Morgan Stanley wirehouse | RIA to wirehouse | Jul 6, 2021 | Jul 27, 2021 |
| Mariana Foerster | Loyola Asset Management LLC mixed wealth | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Nov 21, 2019 | Nov 20, 2019 |
| Jaime Domenech Macias | Loyola Asset Management LLC mixed wealth | Angelus Investment Consulting, Inc. independent RIA | RIA to RIA | Jun 19, 2019 | Nov 4, 2015 |
| Marcos Andres Segrera | Loyola Asset Management LLC mixed wealth | Evensky & Katz/Foldes Wealth Management independent RIA | RIA to RIA | Jun 4, 2018 | Jun 5, 2018 |
| Nicholas Patino | Loyola Asset Management LLC other | Brickell Global Advisory, Inc. unclassified | Other | Nov 20, 2013 | Dec 2, 2013 |
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6 moves match.