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 Cv 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 |
|---|---|---|---|---|---|
| Ian Lucas Evans | Seaview Investment Managers LLC asset manager | Cv Advisors LLC independent RIA | Other | Jun 2, 2026 | Aug 28, 2026 (87 d) |
| Adriana Botero Bobulsky | Morgan Stanley wirehouse | Cv Advisors LLC independent RIA | Wirehouse to independent RIA | Jul 14, 2025 | Jun 26, 2026 (347 d) |
| Mariana Lora | Global Kandor Advisors, LLC independent RIA | Cv Advisors LLC independent RIA | RIA to RIA | Jun 6, 2024 | Sep 18, 2024 (104 d) |
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3 moves match.