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 Cross Border Wealth, 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 |
|---|---|---|---|---|---|
| Nicholas Adam Netzer | Cross Border Wealth, LLC independent RIA | Leo Wealth Americas, LLC no RAUM | RIA to a newly registered adviser | Feb 20, 2026 | May 29, 2026 (98 d) |
| Luke Andrew Papaelias | Cross Border Wealth, LLC independent RIA | Gessner Wealth Strategies LLC state registered | RIA to a state-registered adviser | Jun 27, 2024 | Sep 24, 2024 (89 d) |
| Karl Bruch | Cross Border Wealth, LLC independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Apr 26, 2024 | Apr 26, 2024 |
| Joseph Nievera Barretto | Cross Border Wealth, LLC independent RIA | Abacus Wealth International (Awi) state registered | RIA to a state-registered adviser | Oct 19, 2021 | Jan 1, 2025 (1170 d) |
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4 moves match.