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 Ceres Global Advisory
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 |
|---|---|---|---|---|---|
| Miguel Gonzalez De Castilla | Ceres Global Advisory independent RIA | Lynx Advisory Partners independent RIA | RIA to RIA | Sep 18, 2023 | Apr 29, 2025 (589 d) |
| Ernesto Del Rio | Ceres Global Advisory independent RIA | Lynx Advisory Partners independent RIA | RIA to RIA | Sep 18, 2023 | Oct 22, 2025 (765 d) |
| Gonzalo Montero | Ceres Global Advisory independent RIA | Lynx Advisory Partners independent RIA | RIA to RIA | Jun 12, 2023 | Apr 3, 2025 (661 d) |
| Carme Hortala Vallve | Ceres Global Advisory mixed wealth | Activa Capital unclassified | Other | Sep 16, 2022 | Mar 30, 2022 |
Page 1 of 1
4 moves match.