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 Bci Securities, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Esteban Uribe | Bci Securities, Inc. mixed wealth | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Aug 28, 2026 | Sep 11, 2026 |
| Jovany Jorge Noy | Bci Securities, Inc. mixed wealth | First Citizens Investor Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 6, 2026 | May 18, 2026 (42 d) |
| Guillermo Porras | Bci Securities, Inc. mixed wealth | Insigneo Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 12, 2025 | Jun 24, 2025 |
| Tomas Facio Pacheco | Bci Securities, Inc. mixed wealth | Citigroup Global Markets Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 3, 2025 | Jun 19, 2025 |
| Mike Larrea | Bci Securities, Inc. mixed wealth | Citigroup Global Markets Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 13, 2025 | Apr 17, 2025 (35 d) |
| Juan Javier Dominguez | Bci Securities, Inc. mixed wealth | Mariva Global Asset Management, LLC independent RIA | RIA to RIA | Mar 12, 2025 | Aug 5, 2026 (511 d) |
| Eduardo Chacon | Bci Securities, Inc. mixed wealth | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Feb 26, 2025 | Jan 6, 2026 (314 d) |
| Franz Berdugo | Bci Securities, Inc. mixed wealth | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Dec 16, 2024 | Jan 10, 2025 |
| Aleksandar Simeonov | Bci Securities, Inc. mixed wealth | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 4, 2024 | Oct 3, 2024 |
| Jonathan Andrew Jerome | Bci Securities, Inc. mixed wealth | Element Pointe Family Office independent RIA | RIA to RIA | Sep 23, 2024 | Apr 17, 2025 (206 d) |
| Erika F Kam | Bci Securities, Inc. mixed wealth | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 12, 2024 | May 30, 2025 (444 d) |
| Michel Pulido | Bci Securities, Inc. mixed wealth | Itau International Securities Inc. independent RIA | RIA to RIA | Mar 12, 2024 | Jun 24, 2026 (834 d) |
| Oscar David Rubiano | Bci Securities, Inc. mixed wealth | Stonex Advisors Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 14, 2024 | Sep 25, 2024 (224 d) |
| Andrew Quentin Barrett | Bci Securities, Inc. mixed wealth | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 13, 2023 | Sep 11, 2025 (729 d) |
| Andres Wielandt Labbe | Bci Securities, Inc. mixed wealth | Bice Wealth Management LLC independent RIA | RIA to RIA | Feb 15, 2023 | Apr 13, 2023 (57 d) |
| Jill Salvatore | Bci Securities, Inc. mixed wealth | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jan 31, 2023 | Feb 22, 2023 |
| Nicholas Patrick Salas | Bci Securities, Inc. mixed wealth | Maceratio LLC mixed wealth | RIA to RIA | Jan 5, 2023 | Oct 23, 2019 |
| Malcolm William Brown | Bci Securities, Inc. mixed wealth | Ethos Investment Advisory Group LLC no RAUM | RIA to a newly registered adviser | Oct 17, 2022 | Aug 19, 2026 (1402 d) |
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18 moves match.