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 Harbor Ithaka
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 |
|---|---|---|---|---|---|
| Eduardo Ignacio Sacco Perez Sosa | Harbor Ithaka mixed wealth | Solidus Advisors unclassified | Other | Apr 13, 2022 | Nov 8, 2022 (209 d) |
| Javier Alberto Loreto | Harbor Ithaka independent RIA | Sancus Wealth Management LLC state registered | RIA to a state-registered adviser | Jul 27, 2021 | Jun 29, 2021 |
| Erik Luis Halvorssen Villegas | Harbor Ithaka independent RIA | Klosters Capital independent RIA | RIA to RIA | Oct 1, 2019 | Oct 8, 2025 (2199 d) |
| Beatriz C Romero | Harbor Ithaka independent RIA | Itau International Securities Inc. independent RIA | RIA to RIA | May 2, 2018 | Oct 26, 2018 (177 d) |
| Alberto Batista | Harbor Ithaka other | Face Capital Advisors unclassified | Other | Oct 31, 2017 | Nov 27, 2018 (392 d) |
| Julio Cesar Canas | Harbor Ithaka other | Fivenca Asset Management no RAUM | Other | Jul 26, 2017 | Oct 20, 2017 (86 d) |
Page 1 of 1
6 moves match.