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 Invex 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 |
|---|---|---|---|---|---|
| Isaac Isaias Gomez Wolf | Vectorglobal Iag, Inc. independent RIA | Invex Advisors LLC mixed wealth | RIA to RIA | Jan 7, 2026 | Jan 26, 2026 |
| Juan Salvador Amaya Franck | Stonex International Advisors Inc independent RIA | Invex Advisors LLC mixed wealth | RIA to RIA | May 12, 2022 | Jan 31, 2025 (995 d) |
| Salomon Lahana | Pnc Managed Account Solutions, Inc. BD affiliated | Invex Advisors LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jun 2, 2021 | Jun 18, 2024 (1112 d) |
| Francesca Fabietti | Brickell Global Advisory, Inc. unclassified | Invex Advisors LLC mixed wealth | Other | Nov 19, 2019 | May 22, 2020 (185 d) |
| Rodolfo Dunin | UBS Financial Services Inc. wirehouse | Invex Advisors LLC mixed wealth | Wirehouse to independent RIA | Aug 9, 2019 | Oct 16, 2019 (68 d) |
| Victor Hugo Soto Anselmi | Credicorp Capital Securities, Inc. unclassified | Invex Advisors LLC other | Other | Jun 4, 2009 | Mar 13, 2015 (2108 d) |
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6 moves match.