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 Brainvest Wealth Management 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 |
|---|---|---|---|---|---|
| Yuri Iwenicki Manela | Brainvest Wealth Management LLC mixed wealth | Itau International Securities Inc. independent RIA | RIA to RIA | Jun 29, 2026 | Jun 24, 2026 |
| Rodrigo Strickland Faro | Brainvest Wealth Management LLC independent RIA | Larch Capital Partners LLC other | Other | Jan 9, 2025 | Mar 4, 2025 (54 d) |
| Ronny Spiewak | Brainvest Wealth Management LLC independent RIA | Baluarte Capital US state registered | RIA to a state-registered adviser | Sep 15, 2023 | Jan 25, 2024 (132 d) |
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3 moves match.