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 Finaccess Advisors 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Diego Javier Martinez | Citigroup Global Markets Inc. other | Finaccess Advisors LLC mixed wealth | Other | Nov 24, 2017 | Dec 15, 2025 (2943 d) |
| Kilian Ernst Kretschmer | Citigroup Global Markets Inc. other | Finaccess Advisors LLC mixed wealth | Other | Jan 15, 2016 | Sep 17, 2025 (3533 d) |
| Roberto Alvarez | Brickell Global Advisory, Inc. unclassified | Finaccess Advisors LLC mixed wealth | Other | Jun 3, 2013 | Nov 26, 2025 (4559 d) |
| Robert Rodriguez | Finaccess International, Inc. unclassified | Finaccess Advisors LLC other | Other | Feb 17, 2010 | Feb 18, 2010 |
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4 moves match.