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 J. Safra Asset Management Corporation
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 |
|---|---|---|---|---|---|
| Gabriel Morato | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | J. Safra Asset Management Corporation independent RIA | Wirehouse to independent RIA | Dec 3, 2025 | Jan 7, 2026 (35 d) |
| Michael S Ruzhansky | Citigroup Global Markets Inc. BD affiliated | J. Safra Asset Management Corporation independent RIA | Affiliated broker-dealer or bank to independent RIA | May 13, 2025 | Jul 17, 2026 (430 d) |
| Noah Morgan Harris | Truist Advisory Services, Inc. BD affiliated | J. Safra Asset Management Corporation independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 8, 2022 | May 12, 2022 (34 d) |
| Fernanda Bomfim Araujo | Morgan Stanley wirehouse | J. Safra Asset Management Corporation mixed wealth | Wirehouse to independent RIA | Feb 20, 2018 | Feb 24, 2020 (734 d) |
| Marcelo Tome | Alti Wealth Management (US International), Inc. other | J. Safra Asset Management Corporation other | Other | Jul 30, 2014 | Sep 26, 2014 (58 d) |
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5 moves match.