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 X-Square Capital
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 |
|---|---|---|---|---|---|
| Lee Daniel Cardona Rodriguez | Popular Securities, LLC mixed wealth | X-Square Capital other | Other | Mar 5, 2019 | Mar 14, 2019 |
| Salvador Jose Gomez-Carbia | Santander Securities other | X-Square Capital other | Other | Feb 17, 2016 | Apr 15, 2016 (58 d) |
| Ignacio Manuel Canto | Santander Securities other | X-Square Capital no RAUM | Other | Aug 24, 2010 | Apr 8, 2013 (958 d) |
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3 moves match.