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 Galliott 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 |
|---|---|---|---|---|---|
| Robert Mourad | Galliott Capital Advisors, LLC mixed wealth | Citigroup Global Markets Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 11, 2026 | Mar 31, 2026 |
| Tarek El Mehelmy | Galliott Capital Advisors, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Dec 17, 2024 | Nov 13, 2024 |
| Zenia Lisette Delgado | Galliott Capital Advisors, LLC independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Jul 6, 2022 | Aug 22, 2022 (47 d) |
| Ahsoo Ahn | Galliott Capital Advisors, LLC independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Jul 6, 2022 | Aug 22, 2022 (47 d) |
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4 moves match.