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 Loyola Asset 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mariana Foerster | Deutsche Bank Securities Inc. other | Loyola Asset Management LLC other | Other | Aug 3, 2016 | Aug 5, 2016 |
| Milagros Ramona Perez Leal | Western International Securities other | Loyola Asset Management LLC other | Other | Dec 31, 2012 | Oct 20, 2011 |
| Arturo Hierro Bohigas | Western International Securities other | Loyola Asset Management LLC other | Other | Dec 31, 2012 | Mar 7, 2012 |
| Nicholas Patino | Western International Securities other | Loyola Asset Management LLC other | Other | Dec 31, 2012 | Sep 14, 2010 |
| Jaime Domenech Macias | Western International Securities other | Loyola Asset Management LLC other | Other | Dec 31, 2012 | Sep 27, 2010 |
| Marcos Andres Segrera | Western International Securities other | Loyola Asset Management LLC other | Other | Dec 31, 2012 | May 24, 2012 |
| Alvaro Ramon Castillo | Western International Securities other | Loyola Asset Management LLC other | Other | Nov 12, 2012 | Jan 1, 2025 (4433 d) |
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7 moves match.