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 Private Portfolio Of San Diego
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 |
|---|---|---|---|---|---|
| Gaston Ernesto Guerrero | Private Portfolio Of San Diego other | Bbva Global Wealth Advisors, Inc. independent RIA | Other | Aug 18, 2025 | Aug 27, 2025 |
| David Gregory Marshall | Private Portfolio Of San Diego other | Emerson Partners state registered | Other | Apr 3, 2025 | Mar 6, 2025 |
| Christopher Alexander Tenorio | Private Portfolio Of San Diego other | Fisher Investments independent RIA | Other | Nov 13, 2023 | Nov 13, 2023 |
| Taurayi Christopher Murapa | Private Portfolio Of San Diego other | Murapa Investments state registered | Other | Nov 29, 2013 | Jan 2, 2026 (4417 d) |
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4 moves match.