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 Consultiva Wealth Management, 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 |
|---|---|---|---|---|---|
| Alex Mh Marino | Citigroup Global Markets Inc. BD affiliated | Consultiva Wealth Management, Corp. other | Other | Aug 10, 2023 | Aug 24, 2023 |
| Edwin Leo Shedd | Raymond James & Associates, Inc. national BD | Consultiva Wealth Management, Corp. other | Other | Mar 3, 2023 | Mar 21, 2023 |
| Iris Sanguinetti | Ucap Americas independent RIA | Consultiva Wealth Management, Corp. other | Other | Jul 19, 2022 | Aug 2, 2022 |
| Dmitri Victor Efimov | Ucap Americas mixed wealth | Consultiva Wealth Management, Corp. other | Other | Nov 11, 2020 | Jul 28, 2022 (624 d) |
| Daniel Ignacio Rodriguez Gonzalez | Mutual Of Omaha Investor Services, Inc. no RAUM | Consultiva Wealth Management, Corp. institutional | Other | Mar 30, 2020 | May 5, 2020 (36 d) |
| Dmitri Zapolskikh | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Consultiva Wealth Management, Corp. institutional | Other | Nov 25, 2016 | Apr 28, 2021 (1615 d) |
| Alejandro J. San Antonio-Cuebas | Mainstreet Advisors, LLC unclassified | Consultiva Wealth Management, Corp. other | Other | Aug 1, 2016 | Feb 1, 2018 (549 d) |
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7 moves match.