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 Stonex International Advisors 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
Eric Ramon SimonStonex International Advisors Inc independent RIABalanz mixed wealthRIA to RIAApr 20, 2026May 5, 2026
Gabriel VallejoStonex International Advisors Inc independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 23, 2025Feb 18, 2026 (118 d)
Carlos Antonio MenaStonex International Advisors Inc independent RIABulltick Wealth Management, LLC independent RIARIA to RIAAug 4, 2025Aug 19, 2025
Arnoldo PorrasStonex International Advisors Inc independent RIABulltick Wealth Management, LLC independent RIARIA to RIAAug 4, 2025Aug 7, 2025
Oscar Luis SantaellaStonex International Advisors Inc independent RIABulltick Wealth Management, LLC independent RIARIA to RIAAug 4, 2025Aug 8, 2025
Alejandro GarciaStonex International Advisors Inc independent RIABulltick Wealth Management, LLC independent RIARIA to RIAAug 4, 2025Aug 12, 2025
Ricardo RobertsStonex International Advisors Inc independent RIAInsigneo Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 1, 2025Aug 7, 2025
Jose Manuel Cobian MoranStonex International Advisors Inc independent RIAInsigneo Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 1, 2025Aug 5, 2025
Javier Cortina ObregonStonex International Advisors Inc independent RIAInsigneo Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 1, 2025Aug 4, 2025
Nicole Estefania Flores SantosStonex International Advisors Inc independent RIAInsigneo Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 1, 2025Aug 4, 2025
Alex Matar AgundisStonex International Advisors Inc independent RIAIpg Investment Advisors, LLC independent RIARIA to RIAJun 23, 2025Jul 11, 2025
Mariana Isabel Muro RiveiroStonex International Advisors Inc independent RIAJefferies Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 3, 2025Mar 20, 2025
Carlos Oleg Saitcevsky GuerreroStonex International Advisors Inc independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankSep 16, 2022Sep 19, 2022
Juan Salvador Amaya FranckStonex International Advisors Inc independent RIAInvex Advisors LLC mixed wealthRIA to RIAMay 12, 2022Jan 31, 2025 (995 d)
Marcela Del Pilar Sanchez RojasStonex International Advisors Inc independent RIADavivienda Advisors no RAUMRIA to a newly registered adviserDec 16, 2021Mar 14, 2023 (453 d)
Stephanie HaderspockStonex International Advisors Inc independent RIARBC Capital Markets, LLC national BDRIA to affiliated broker-dealer or bankJun 17, 2021Dec 7, 2022 (538 d)
German Ricardo MoraStonex International Advisors Inc independent RIASb Advisory, LLC independent RIARIA to RIAMar 9, 2021May 17, 2021 (69 d)
Andres Anastasio SomozaStonex International Advisors Inc independent RIAInsigneo Wealth Advisors, LLC otherOtherMar 1, 2019Mar 13, 2019
Francisco F PastorStonex International Advisors Inc independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMar 2, 2015May 6, 2016 (431 d)
Diego De La LamaStonex International Advisors Inc independent RIAHsbc Securities (USA) Inc. otherOtherOct 29, 2010Dec 15, 2010 (47 d)
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20 moves match.