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 Andbanc Advisory 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
Luiz Fernando BoruchowskiMorgan Stanley wirehouseAndbanc Advisory LLC independent RIAWirehouse to independent RIADec 26, 2025Dec 15, 2025
Andres Roberto SinclairLegend Wm unclassifiedAndbanc Advisory LLC independent RIAOtherJul 21, 2025Dec 16, 2025 (148 d)
Rodrigo Molina BorbaWest Investimentos LLC independent RIAAndbanc Advisory LLC independent RIARIA to RIADec 31, 2024May 14, 2026 (499 d)
Ana Carolina ArnauMorgan Stanley wirehouseAndbanc Advisory LLC independent RIAWirehouse to independent RIAAug 7, 2024Aug 29, 2024
Marcelo Fabian UbalCetera Investment Advisers LLC BD affiliatedAndbanc Advisory LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 30, 2021Jan 14, 2022 (106 d)
Marcelo BorrelliMorgan Stanley wirehouseAndbanc Advisory LLC otherOtherJun 2, 2016Oct 19, 2016 (139 d)
Karen Valerie MendozaMorgan Stanley wirehouseAndbanc Advisory LLC otherOtherDec 7, 2015Dec 17, 2015
Miguel Jose CardosoBrickell Global Advisory, Inc. unclassifiedAndbanc Advisory LLC independent RIAOtherAug 4, 2014Jan 1, 2025 (3803 d)
Giuseppe MazzeoCredit Suisse Private Advisors otherAndbanc Advisory LLC otherOtherJul 28, 2008Feb 26, 2014 (2039 d)
Page 1 of 1
9 moves match.