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
Arrivals at We Family Offices
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 |
|---|---|---|---|---|---|
| Thomas Mclemore Carroll | Gfo Advisory Services, LLC other | We Family Offices other | Other | Aug 15, 2014 | Feb 8, 2013 |
| Manuel Cabielles | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | We Family Offices other | Other | Oct 9, 2013 | Nov 7, 2016 (1125 d) |
| Santiago Ulloa | Gfo Advisory Services, LLC other | We Family Offices independent RIA | Other | Jan 18, 2013 | Nov 26, 2025 (4695 d) |
| Sven Huber | Gfo Advisory Services, LLC other | We Family Offices independent RIA | Other | Jan 18, 2013 | Dec 2, 2025 (4701 d) |
| Julie Louise Neitzel | Gfo Advisory Services, LLC other | We Family Offices other | Other | Jan 17, 2013 | Sep 26, 2011 |
| Pablo Jose Ceballos | Gfo Advisory Services, LLC other | We Family Offices other | Other | Jan 15, 2013 | Mar 16, 2011 |
| Elaine King Fuentes | Meira Wealth other | We Family Offices other | Other | Jan 27, 2012 | Dec 9, 2013 (682 d) |
| Richard Ervin Zimmerman | Banc Of America Investment Services, Inc. unclassified | We Family Offices independent RIA | Other | Oct 4, 2005 | Sep 7, 2021 (5817 d) |
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8 moves match.