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 Ipg Investment 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.

AdvisorFromToTypeLeftRegistered
Nicolas Guido SchreiberInsigneo Advisory Services, LLC BD affiliatedIpg Investment Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 2, 2026Feb 24, 2026
Alex Matar AgundisStonex International Advisors Inc independent RIAIpg Investment Advisors, LLC independent RIARIA to RIAJun 23, 2025Jul 11, 2025
Javier C VargasMorgan Stanley wirehouseIpg Investment Advisors, LLC independent RIAWirehouse to independent RIAJun 23, 2021Jun 30, 2021
Juan Lorenzo De La GarzaFutura Asset Advisors LLC mixed wealthIpg Investment Advisors, LLC independent RIARIA to RIAMar 16, 2021Apr 14, 2021
Eduardo AlamanCrosswell Family Wealth Advisors state registeredIpg Investment Advisors, LLC independent RIAOtherOct 3, 2018May 23, 2018
Jose Maria Chacon SotoDirewolf Wealth Management, LLC state registeredIpg Investment Advisors, LLC independent RIAOtherMay 22, 2018Aug 7, 2019 (442 d)
Jose Roberto Lopez GonzalezMonex Asset Management, Inc. otherIpg Investment Advisors, LLC independent RIAOtherSep 20, 2017May 22, 2018 (244 d)
Carlos MartinezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIpg Investment Advisors, LLC otherOtherSep 20, 2016Sep 20, 2016
Roberto Luis LizamaB Riley Wealth Management otherIpg Investment Advisors, LLC otherOtherSep 13, 2016Sep 14, 2016
Mauricio U AssaelB Riley Wealth Management otherIpg Investment Advisors, LLC otherOtherSep 13, 2016Sep 13, 2016
Rocio C HarbB Riley Wealth Management otherIpg Investment Advisors, LLC independent RIAOtherJun 28, 2016Jul 2, 2019 (1099 d)
Eduardo Guillermo TorresOppenheimer & Co. Inc. otherIpg Investment Advisors, LLC otherOtherJan 19, 2016Jan 26, 2016
Alfredo TellezGfs Advisors LLC otherIpg Investment Advisors, LLC otherOtherDec 10, 2015Dec 14, 2015
Sofia BucayInvestment Placement Group unclassifiedIpg Investment Advisors, LLC otherOtherJun 2, 2010Apr 13, 2010
Darius Nmn LashkariSeaside Capital Management, Inc. unclassifiedIpg Investment Advisors, LLC independent RIAOtherDec 9, 2009Jan 17, 2023 (4787 d)
Larissa CeronWells Fargo Advisors wirehouseIpg Investment Advisors, LLC independent RIAWirehouse to independent RIAApr 19, 2005Feb 18, 2022 (6149 d)
Mildred LopezCredit Suisse Securities (USA) LLC otherIpg Investment Advisors, LLC independent RIAOtherFeb 7, 2005Feb 21, 2020 (5492 d)
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17 moves match.