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 Bulltick Wealth Management, 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
Nicolas HernandezMorgan Stanley wirehouseBulltick Wealth Management, LLC independent RIAWirehouse to independent RIADec 11, 2025Dec 16, 2025
Carlos Antonio MenaStonex International Advisors Inc independent RIABulltick Wealth Management, LLC independent RIARIA to RIAAug 4, 2025Aug 19, 2025
Arnoldo PorrasStonex International Advisors Inc independent RIABulltick Wealth Management, LLC independent RIARIA to RIAAug 4, 2025Aug 7, 2025
Oscar Luis SantaellaStonex International Advisors Inc independent RIABulltick Wealth Management, LLC independent RIARIA to RIAAug 4, 2025Aug 8, 2025
Alejandro GarciaStonex International Advisors Inc independent RIABulltick Wealth Management, LLC independent RIARIA to RIAAug 4, 2025Aug 12, 2025
Enrique VilaMorgan Stanley wirehouseBulltick Wealth Management, LLC independent RIAWirehouse to independent RIAMay 6, 2025Jun 14, 2025 (39 d)
Gabriel Guillermo ElorduyCrosswell Family Wealth Advisors state registeredBulltick Wealth Management, LLC mixed wealthOtherJun 13, 2018Aug 15, 2018 (63 d)
Miguel Angel Olavarri HervellaCrosswell Family Wealth Advisors state registeredBulltick Wealth Management, LLC mixed wealthOtherJun 13, 2018May 21, 2018
Javier Martin-RivaOppenheimer & Co. Inc. otherBulltick Wealth Management, LLC independent RIAOtherNov 3, 2017May 6, 2019 (549 d)
Carlos Eduardo Younes PadillaVectorglobal Iag, Inc. otherBulltick Wealth Management, LLC otherOtherJan 15, 2016Dec 11, 2015
Christian Silvalima GherardiCitigroup Global Markets Inc. otherBulltick Wealth Management, LLC otherOtherJan 4, 2016Apr 11, 2016 (98 d)
Maria Ligia ArbelaezBrickell Global Advisory, Inc. unclassifiedBulltick Wealth Management, LLC otherOtherNov 3, 2015Jan 14, 2016 (72 d)
Page 1 of 1
12 moves match.