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 Banco Do Brasil Securities LLC

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.

AdvisorFromToTypeLeftRegistered
Karla Goncalves SilvaRaymond James & Associates, Inc. national BDBanco Do Brasil Securities LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJan 12, 2026Feb 18, 2026 (37 d)
Ana Regina MotaHsbc Securities (USA) Inc. BD affiliatedBanco Do Brasil Securities LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJul 13, 2023May 23, 2024 (315 d)
Maria Estibaliz IncerromeoWizest Inc. no RAUMBanco Do Brasil Securities LLC state registeredOtherMar 17, 2023Nov 12, 2024 (606 d)
Vanessa LimaEquitable Advisors, LLC national BDBanco Do Brasil Securities LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserApr 29, 2022Sep 9, 2022 (133 d)
Mayrin FontainemoyaMorgan Stanley wirehouseBanco Do Brasil Securities LLC state registeredWirehouse to a state-registered adviserSep 17, 2021Sep 9, 2022 (357 d)
Barbara DettmerTruist Advisory Services, Inc. BD affiliatedBanco Do Brasil Securities LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserNov 11, 2020Sep 8, 2022 (666 d)
Francisco Javier MejiaCreand Management otherBanco Do Brasil Securities LLC state registeredOtherNov 29, 2019Aug 13, 2024 (1719 d)
Fabio Luis Rios Nogales GarcesBrickell Global Advisory, Inc. unclassifiedBanco Do Brasil Securities LLC state registeredOtherAug 19, 2019Sep 7, 2022 (1115 d)
Rodrigo NoscheseCitigroup Global Markets Inc. otherBanco Do Brasil Securities LLC state registeredOtherJan 27, 2017Mar 23, 2026 (3342 d)
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9 moves match.