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 Bradesco Global Advisors

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
Luis Felipe Thomaz Henriques OliveiraBtg Pactual Asset Management US , LLC asset managerBradesco Global Advisors asset managerOtherMay 6, 2026May 27, 2026
Henrique Ponse CardosoMorgan Stanley wirehouseBradesco Global Advisors asset managerOtherMar 3, 2026Mar 24, 2026
Lucas GoncalvesStonex Advisors Inc. BD affiliatedBradesco Global Advisors asset managerOtherMar 11, 2025Apr 4, 2025
Marco Antonio Vieira SadallaCitigroup Global Markets Inc. BD affiliatedBradesco Global Advisors asset managerOtherDec 5, 2024Dec 16, 2024
Douglas GuideliCitigroup Global Markets Inc. BD affiliatedBradesco Global Advisors asset managerOtherMay 7, 2024Mar 19, 2024
Daniel DragoneMorgan Stanley wirehouseBradesco Global Advisors asset managerOtherMay 2, 2024Oct 14, 2025 (530 d)
Eduardo Da Silveira GomesCitigroup Global Markets Inc. BD affiliatedBradesco Global Advisors asset managerOtherApr 5, 2024May 28, 2024 (53 d)
Raphael Augusto FreitasUBS Financial Services Inc. wirehouseBradesco Global Advisors asset managerOtherFeb 5, 2024Apr 23, 2024 (78 d)
Gabriel Ignacio Osio SmithLifeinvest Wealth Management, Ltd independent RIABradesco Global Advisors asset managerOtherDec 31, 2023May 28, 2024 (149 d)
Nestor J LopezInsigneo Advisory Services, LLC mixed wealthBradesco Global Advisors asset managerOtherApr 14, 2022May 5, 2022
Dulce Maria Galindo GnibusOcean Financial Advisors LLC state registeredBradesco Global Advisors otherOtherNov 29, 2021Feb 14, 2022 (77 d)
Sergio Vizintas EstefanoUBS Financial Services Inc. wirehouseBradesco Global Advisors otherOtherNov 11, 2021Nov 12, 2021
Celio Christian SalgueiroUBS Financial Services Inc. wirehouseBradesco Global Advisors otherOtherJul 26, 2021Sep 27, 2021 (63 d)
Mauricio Franco Goulart Da CunhaAstron Wealth Management, LLC unclassifiedBradesco Global Advisors otherOtherFeb 26, 2021May 17, 2021 (80 d)
Rodrigo Rabello MottaCitigroup Global Markets Inc. BD affiliatedBradesco Global Advisors otherOtherSep 16, 2019Oct 10, 2019
Luciano Douglas GaniUBS Financial Services Inc. wirehouseBradesco Global Advisors otherOtherAug 9, 2019Aug 2, 2021 (724 d)
Marcela Cadavid HallmanCitigroup Global Markets Inc. otherBradesco Global Advisors asset managerOtherFeb 5, 2009Sep 1, 2023 (5321 d)
Page 1 of 1
17 moves match.