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 Efg Capital International Corp.
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 Luis Ortiz | Efg Capital International Corp. no RAUM | Ucap Americas independent RIA | Other | Jul 13, 2021 | Jul 25, 2022 (377 d) |
| Guillermo Porras | Efg Capital International Corp. no RAUM | Bci Securities, Inc. mixed wealth | Other | Jul 13, 2021 | Jan 3, 2024 (904 d) |
| Francisco Jose Soler | Efg Capital International Corp. no RAUM | Mas Advisors LLC institutional | Other | Jul 13, 2021 | Jun 6, 2023 (693 d) |
| Matthew Allen Beem | Efg Capital International Corp. no RAUM | Black Toro LLC institutional | Other | Jul 13, 2021 | Jan 1, 2026 (1633 d) |
| Robert Lee Valencia | Efg Capital International Corp. no RAUM | Citigroup Global Markets Inc. other | Other | Jun 29, 2006 | Jun 27, 2006 |
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5 moves match.