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 Credicorp Capital Advisors 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 |
|---|---|---|---|---|---|
| Patrick Harten Arregui | Credicorp Capital Advisors LLC mixed wealth | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Oct 31, 2024 | Dec 4, 2024 (34 d) |
| Simon Correa Vanegas | Credicorp Capital Advisors LLC mixed wealth | Vectorglobal Iag, Inc. independent RIA | RIA to RIA | Jun 11, 2024 | Jun 28, 2024 |
| Maria P Mayer | Credicorp Capital Advisors LLC mixed wealth | Btg Pactual Asset Management US , LLC asset manager | Other | Apr 19, 2024 | Jan 26, 2026 (647 d) |
| Fernando Pardo | Credicorp Capital Advisors LLC other | Kovack Advisors, Inc. BD affiliated | Other | Aug 15, 2023 | Aug 16, 2023 |
| Juan Camilo Lopez Corredor | Credicorp Capital Advisors LLC mixed wealth | Citigroup Global Markets Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 27, 2021 | Nov 8, 2021 |
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5 moves match.