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 Creand Management

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
Carlos GuzmanEfg Private Wealth Management (Americas) Corp. mixed wealthCreand Management independent RIARIA to RIAMay 31, 2024Jun 25, 2024
Elizangela De Liz HartwellGalapagos Advisory LLC independent RIACreand Management independent RIARIA to RIAAug 11, 2023May 21, 2025 (649 d)
Jose Luis PerichEfg Private Wealth Management (Americas) Corp. mixed wealthCreand Management independent RIARIA to RIADec 1, 2022Jun 19, 2024 (566 d)
Felipe Andres TorresBigsur Partners, LLC independent RIACreand Management otherOtherMar 12, 2021Sep 16, 2021 (188 d)
Jesus G SanchezMorgan Stanley wirehouseCreand Management otherOtherFeb 24, 2020Feb 25, 2020
Khashayar Mohammad AtabakiBarclays Capital Inc. otherCreand Management otherOtherApr 28, 2014Apr 28, 2014
Blanca Taua SalazarMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCreand Management otherOtherJul 18, 2012Apr 12, 2013 (268 d)
Francisco Javier MejiaRBC Capital Markets, LLC national BDCreand Management otherOtherFeb 21, 2012Jul 3, 2012 (133 d)
Juan Francisco AriasUBS Financial Services Inc. wirehouseCreand Management otherOtherMar 29, 2006Mar 4, 2022 (5819 d)
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9 moves match.