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 Btg Pactual Asset Management US , 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
Dagmara Katarzyna FrankowskaCreative Planning Institutional Advisors, LLC institutionalBtg Pactual Asset Management US , LLC asset managerOtherDec 9, 2025Dec 9, 2025
Maria Luiza Del RoioXp Advisory US, Inc. otherBtg Pactual Asset Management US , LLC asset managerOtherDec 8, 2025Jan 13, 2026 (36 d)
Ronny SpiewakBaluarte Capital US state registeredBtg Pactual Asset Management US , LLC asset managerOtherOct 9, 2025Sep 4, 2026 (330 d)
Daniela Trindade RochaMorgan Stanley wirehouseBtg Pactual Asset Management US , LLC asset managerOtherNov 13, 2024Sep 16, 2026 (672 d)
Carlos Eduardo Duarte Ribeiro FilhoMorgan Stanley wirehouseBtg Pactual Asset Management US , LLC asset managerOtherNov 12, 2024Dec 4, 2024
Marcello CorreaGreytown Advisors independent RIABtg Pactual Asset Management US , LLC asset managerOtherOct 24, 2024Dec 2, 2024 (39 d)
Joseph T MonagleGreytown Advisors independent RIABtg Pactual Asset Management US , LLC asset managerOtherOct 24, 2024Jan 30, 2025 (98 d)
Luis Antonio SamayoaGreytown Advisors independent RIABtg Pactual Asset Management US , LLC asset managerOtherOct 24, 2024Jan 30, 2025 (98 d)
Daniel PaganelloGreytown Advisors independent RIABtg Pactual Asset Management US , LLC asset managerOtherOct 24, 2024Jan 30, 2025 (98 d)
Consuelo Maria PalomoGreytown Advisors independent RIABtg Pactual Asset Management US , LLC asset managerOtherOct 24, 2024Mar 13, 2025 (140 d)
Karen Elizabeth DentiGreytown Advisors independent RIABtg Pactual Asset Management US , LLC asset managerOtherOct 24, 2024Jan 30, 2025 (98 d)
Liridon FetahuJ.P. Morgan Securities LLC wirehouseBtg Pactual Asset Management US , LLC asset managerOtherMay 11, 2024Mar 23, 2026 (681 d)
Maria P MayerCredicorp Capital Advisors LLC mixed wealthBtg Pactual Asset Management US , LLC asset managerOtherApr 19, 2024Jan 26, 2026 (647 d)
Renato Bersano RizzattiMorgan Stanley wirehouseBtg Pactual Asset Management US , LLC asset managerOtherSep 13, 2023Jan 22, 2024 (131 d)
Renato BisconciniMorgan Stanley wirehouseBtg Pactual Asset Management US , LLC asset managerOtherJul 18, 2023Dec 26, 2023 (161 d)
Roberta FernandesMorgan Stanley wirehouseBtg Pactual Asset Management US , LLC asset managerOtherMay 5, 2023Jun 4, 2024 (396 d)
Claudio De Moraes SelmaUBS Financial Services Inc. wirehouseBtg Pactual Asset Management US , LLC asset managerOtherApr 24, 2023Mar 7, 2024 (318 d)
Marcio Felipe De Almeida BatistaXp Advisory US, Inc. otherBtg Pactual Asset Management US , LLC asset managerOtherAug 22, 2022Apr 22, 2024 (609 d)
Francesco VentoOur House Wealth Advisors unclassifiedBtg Pactual Asset Management US , LLC asset managerOtherJun 2, 2022Feb 15, 2024 (623 d)
Camilo Januario Ferreira GomesUBS Financial Services Inc. wirehouseBtg Pactual Asset Management US , LLC asset managerOtherApr 12, 2022Feb 15, 2024 (674 d)
Kenia Giordani BorgesUBS Financial Services Inc. wirehouseBtg Pactual Asset Management US , LLC asset managerOtherApr 12, 2022Feb 15, 2024 (674 d)
Marcel VieiraUBS Financial Services Inc. wirehouseBtg Pactual Asset Management US , LLC asset managerOtherApr 12, 2022Feb 15, 2024 (674 d)
Daniel Mancia NunesUBS Financial Services Inc. wirehouseBtg Pactual Asset Management US , LLC asset managerOtherApr 12, 2022Apr 17, 2024 (736 d)
Bryan P BourreCitigroup Global Markets Inc. BD affiliatedBtg Pactual Asset Management US , LLC asset managerOtherMar 28, 2022Mar 6, 2024 (709 d)
Rodrigo Rabello MottaBradesco Global Advisors otherBtg Pactual Asset Management US , LLC asset managerOtherOct 21, 2021Sep 8, 2023 (687 d)
Luis Felipe Thomaz Henriques OliveiraCitigroup Global Markets Inc. BD affiliatedBtg Pactual Asset Management US , LLC asset managerOtherAug 17, 2021Mar 14, 2024 (940 d)
Vinicius Martin LopesArbitral Finance Inc unclassifiedBtg Pactual Asset Management US , LLC asset managerOtherNov 25, 2020Sep 1, 2022 (645 d)
Ana Luiza D SigaudMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBtg Pactual Asset Management US , LLC asset managerOtherMay 29, 2020Apr 28, 2022 (699 d)
Cassio Pavini PaulucciCitigroup Global Markets Inc. otherBtg Pactual Asset Management US , LLC asset managerOtherFeb 27, 2008Nov 27, 2024 (6118 d)
Daniel GammermanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBtg Pactual Asset Management US , LLC asset managerOtherAug 23, 2002Jan 15, 2025 (8181 d)
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30 moves match.