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 Creand Management

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
Diego Castillo EscoriazaCreand Management independent RIAInsigneo Advisory Services, LLC mixed wealthRIA to RIAApr 13, 2026Apr 21, 2026
John Alexander FitzpatrickCreand Management independent RIAMariva Global Asset Management, LLC independent RIARIA to RIAJan 17, 2025Jun 25, 2025 (159 d)
Jose Luis PerichCreand Management independent RIAConcorde Asset Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2024Aug 20, 2026 (709 d)
Felipe Andres TorresCreand Management independent RIASnowden Capital Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 10, 2024Jul 17, 2024
John Edwin HealyCreand Management independent RIAInsigneo Advisory Services, LLC mixed wealthRIA to RIASep 26, 2022Oct 11, 2022
Elizabeth Rama PenagosCreand Management otherJ.P. Morgan Securities LLC wirehouseOtherMar 7, 2022May 9, 2022 (63 d)
Jesus G SanchezCreand Management otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 14, 2021Mar 21, 2022 (97 d)
Gustavo Andres GueriniCreand Management otherAllaria Asset Management, LLC otherOtherNov 29, 2019Jan 16, 2025 (1875 d)
Francisco Javier MejiaCreand Management otherBanco Do Brasil Securities LLC state registeredOtherNov 29, 2019Aug 13, 2024 (1719 d)
Manuel Pelayo Troncoso AcebalCreand Management otherGamma Asset Management LLC otherOtherJul 6, 2016Feb 5, 2021 (1675 d)
Manuel MartinezCreand Management otherSabadell Securities USA, Inc. unclassifiedOtherOct 7, 2015Aug 31, 2017 (694 d)
Michael J MirandaCreand Management otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 27, 2015Jan 7, 2022 (2447 d)
Blanca Taua SalazarCreand Management otherUBS Financial Services Inc. wirehouseOtherAug 22, 2013Sep 18, 2013
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13 moves match.