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 Activest Wealth 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 |
|---|---|---|---|---|---|
| Jose Jacobo Finkelstein | Futura Asset Advisors LLC independent RIA | Activest Wealth Management, LLC independent RIA | RIA to RIA | Aug 26, 2025 | Jun 3, 2025 |
| Arianna E Kaufman | Puente Asesoramiento De Inversiones, LLC no RAUM | Activest Wealth Management, LLC independent RIA | Other | Jul 9, 2025 | Oct 30, 2025 (113 d) |
| Eduardo Isaac Brender | Morgan Stanley wirehouse | Activest Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Apr 30, 2024 | Apr 16, 2024 |
| Janessa Marie Suarez | Morgan Stanley wirehouse | Activest Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Apr 9, 2024 | Apr 18, 2024 |
| Judy Batievsky | Morgan Stanley wirehouse | Activest Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Oct 5, 2022 | Mar 17, 2026 (1259 d) |
| Jan S Zambrano | Santander Securities BD affiliated | Activest Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 10, 2022 | Jan 11, 2022 |
| Isaac Wakszol | Independent Financial Partners other | Activest Wealth Management, LLC independent RIA | Other | Nov 25, 2011 | Mar 11, 2011 |
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7 moves match.