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 Gentrust
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 |
|---|---|---|---|---|---|
| Diana Lorena Gazzola | Insigneo Advisory Services, LLC BD affiliated | Gentrust independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2025 | Oct 22, 2025 (37 d) |
| Conner Wilson Ascher | Alliancebernstein L.P. asset manager | Gentrust independent RIA | Other | Jul 23, 2025 | Jul 22, 2025 |
| Emily A Gomez | Morgan Stanley wirehouse | Gentrust independent RIA | Wirehouse to independent RIA | Feb 20, 2024 | Sep 17, 2024 (210 d) |
| Krysta Dos Santos | Vanguard Advisers, Inc. BD affiliated | Gentrust independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 7, 2023 | Sep 1, 2023 (178 d) |
| Carlos Alberto Gonzalez | Maximai Investment Partners, LLC independent RIA | Gentrust independent RIA | RIA to RIA | Feb 28, 2023 | Feb 29, 2024 (366 d) |
| Matthew F Garasic | Strategic Wealth Partners, Ltd. independent RIA | Gentrust independent RIA | RIA to RIA | Feb 28, 2019 | Nov 4, 2021 (980 d) |
| Jennifer Tamayo | Citigroup Global Markets Inc. BD affiliated | Gentrust independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 28, 2018 | Oct 30, 2019 (336 d) |
| Olivier N Sarfati | Citigroup Global Markets Inc. other | Gentrust independent RIA | Other | Oct 4, 2017 | Aug 2, 2021 (1398 d) |
| Javier Armando Sanchez | Lourdmurray other | Gentrust other | Other | Jan 12, 2017 | Feb 15, 2017 (34 d) |
| James Alexander Colavita | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Gentrust independent RIA | Wirehouse to independent RIA | Jul 6, 2012 | Jun 29, 2021 (3280 d) |
| George Luis Perez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Gentrust no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 13, 2011 | Jan 3, 2012 |
| Guillermo Jorge Socarras | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Gentrust other | Other | Dec 13, 2011 | Nov 28, 2012 (351 d) |
| Alexander A Ruiz | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Gentrust no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 13, 2011 | Jan 27, 2012 (45 d) |
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13 moves match.