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 Welcy Capital 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 |
|---|---|---|---|---|---|
| Steven Roy Karpel | Hpo Americas Ltd. no RAUM | Welcy Capital Advisors LLC other | Other | Aug 26, 2025 | Jan 15, 2026 (142 d) |
| Julio Cesar Canas | Storge independent RIA | Welcy Capital Advisors LLC other | Other | Nov 19, 2021 | Oct 28, 2019 |
| Gabriel Francisco Freund | Deltec Wealth Management, LLC unclassified | Welcy Capital Advisors LLC other | Other | Jun 28, 2013 | May 9, 2024 (3968 d) |
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3 moves match.