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 Xp Advisory US, 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.

AdvisorFromToTypeLeftRegistered
Maria Luiza Del RoioXp Advisory US, Inc. otherBtg Pactual Asset Management US , LLC asset managerOtherDec 8, 2025Jan 13, 2026 (36 d)
Luiz FrancaXp Advisory US, Inc. otherMorgan Stanley wirehouseOtherOct 20, 2025Oct 28, 2025
Fernando AzevedoXp Advisory US, Inc. otherMorgan Stanley wirehouseOtherMar 13, 2025Jul 31, 2025 (140 d)
Lucas GregoriXp Advisory US, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 20, 2024Sep 18, 2025 (394 d)
Raphael Caria De Freitas PinheiroXp Advisory US, Inc. otherEfg Private Wealth Management (Americas) Corp. mixed wealthOtherJul 18, 2024Feb 21, 2025 (218 d)
Felipe Sebe LopesXp Advisory US, Inc. otherEfg Private Wealth Management (Americas) Corp. mixed wealthOtherJul 18, 2024Feb 28, 2025 (225 d)
Fernando De Carvalho Olea CostaXp Advisory US, Inc. otherEfg Private Wealth Management (Americas) Corp. mixed wealthOtherJul 18, 2024Mar 27, 2025 (252 d)
Thiago FaveryXp Advisory US, Inc. otherEfg Private Wealth Management (Americas) Corp. mixed wealthOtherJul 18, 2024Mar 27, 2025 (252 d)
Klaus SpielkampXp Advisory US, Inc. otherItau International Securities Inc. independent RIAOtherApr 4, 2024Apr 18, 2024
Bruno Landscheck GuzzoXp Advisory US, Inc. otherUBS Financial Services Inc. wirehouseOtherOct 30, 2023Nov 1, 2023
Rodrigo Alcazas JabaliXp Advisory US, Inc. otherUBS Financial Services Inc. wirehouseOtherAug 30, 2023Apr 29, 2024 (243 d)
Isabela JardimXp Advisory US, Inc. otherEfg Private Wealth Management (Americas) Corp. mixed wealthOtherAug 22, 2023Jan 24, 2024 (155 d)
Andre Galvao De Campos CostaXp Advisory US, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherMay 31, 2023Apr 13, 2026 (1048 d)
Livia Mendes MansurXp Advisory US, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherDec 2, 2022Mar 6, 2023 (94 d)
Marcio Felipe De Almeida BatistaXp Advisory US, Inc. otherBtg Pactual Asset Management US , LLC asset managerOtherAug 22, 2022Apr 22, 2024 (609 d)
Lucas Dominic RyanXp Advisory US, Inc. otherBlackrock Investment Management, LLC otherOtherApr 27, 2021Dec 13, 2021 (230 d)
Stephanie Della Manna GaalXp Advisory US, Inc. otherUBS Financial Services Inc. wirehouseOtherOct 8, 2019Oct 17, 2024 (1836 d)
Ilana Torres Souza CotrimXp Advisory US, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 7, 2018Nov 28, 2018
David Salomon CardenasXp Advisory US, Inc. otherAstron Wealth Management, LLC unclassifiedOtherDec 31, 2016Sep 21, 2017 (264 d)
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19 moves match.