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 Invex 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 |
|---|---|---|---|---|---|
| Francesca Fabietti | Invex Advisors LLC mixed wealth | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Jul 29, 2025 | Jun 24, 2026 (330 d) |
| Salomon Lahana | Invex Advisors LLC mixed wealth | Banorte Asset Management, Inc. mixed wealth | RIA to RIA | Sep 17, 2024 | Sep 23, 2024 |
| Victor Hugo Soto Anselmi | Invex Advisors LLC mixed wealth | Trust Beyond Corp independent RIA | RIA to RIA | Jan 5, 2021 | Mar 8, 2021 (62 d) |
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3 moves match.