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 Bbva Global Wealth Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Joaquin Sanchez Hernandez | Bbva Global Wealth Advisors, Inc. independent RIA | Banorte Asset Management, Inc. independent RIA | RIA to RIA | May 14, 2026 | May 15, 2026 |
| Juan Carlos Sanchez Costes | Bbva Global Wealth Advisors, Inc. independent RIA | Insigneo Advisory Services, LLC mixed wealth | RIA to RIA | Apr 29, 2026 | Jun 8, 2026 (40 d) |
| Ignacio Antonio Perezanta Ordonez | Bbva Global Wealth Advisors, Inc. independent RIA | Banorte Asset Management, Inc. independent RIA | RIA to RIA | Mar 4, 2026 | May 26, 2026 (83 d) |
| Mckinzie Valverdy | Bbva Global Wealth Advisors, Inc. independent RIA | Bull Market Investment Management, Inc. no RAUM | Other | Jan 6, 2026 | Jun 17, 2026 (162 d) |
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4 moves match.