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 Welcy Capital Advisors 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 |
|---|---|---|---|---|---|
| Gabriel Francisco Freund | Welcy Capital Advisors LLC other | Brogan Asset Management, LLC state registered | Other | Nov 25, 2025 | Feb 1, 2026 (68 d) |
| Gail Segal Elmore | Welcy Capital Advisors LLC other | American Portfolios Advisors, Inc BD affiliated | Other | Jan 24, 2023 | Apr 11, 2023 (77 d) |
| Julio Cesar Canas | Welcy Capital Advisors LLC other | The Atlas Financial Group other | Other | May 12, 2020 | Apr 16, 2020 |
| Alberto Batista | Welcy Capital Advisors LLC other | Harbor Ithaka other | Other | Jul 5, 2017 | Aug 15, 2017 (41 d) |
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4 moves match.