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 Bci Securities, Inc.

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.

AdvisorFromToTypeLeftRegistered
Alejandro P GambirazioUBS Financial Services Inc. wirehouseBci Securities, Inc. mixed wealthWirehouse to independent RIASep 19, 2025Oct 21, 2025 (32 d)
Pamela Snell GroomRaymond James & Associates, Inc. national BDBci Securities, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIASep 4, 2025Sep 2, 2025
Rosario Milagros Camejo Adrian1818 Private Client Group, LLC independent RIABci Securities, Inc. mixed wealthRIA to RIAJul 29, 2025Aug 13, 2025
Eric Domingo DellamicoCitigroup Global Markets Inc. BD affiliatedBci Securities, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJul 17, 2025Jul 24, 2025
Eduardo F TorresTd Private Client Wealth LLC BD affiliatedBci Securities, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAMay 5, 2025Apr 30, 2025
Eduardo Ortega-SierraCitigroup Global Markets Inc. BD affiliatedBci Securities, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAMar 28, 2025Apr 30, 2025 (33 d)
Luis Elias CampodonicoMorgan Stanley wirehouseBci Securities, Inc. mixed wealthWirehouse to independent RIAMar 13, 2025Jun 18, 2025 (97 d)
Alexander CesarCetera Investment Advisers LLC BD affiliatedBci Securities, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIANov 26, 2024Feb 7, 2025 (73 d)
Ricardo ChadudCompass Group Investments Solutions LLC independent RIABci Securities, Inc. mixed wealthRIA to RIAJul 19, 2024Aug 9, 2024
Joseph NaderCitigroup Global Markets Inc. BD affiliatedBci Securities, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJun 26, 2024Sep 17, 2024 (83 d)
Juan Javier DominguezUBS Financial Services Inc. wirehouseBci Securities, Inc. mixed wealthWirehouse to independent RIAApr 9, 2024Jul 23, 2024 (105 d)
Mike LarreaCitigroup Global Markets Inc. BD affiliatedBci Securities, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAMar 12, 2024Mar 14, 2024
Jovany Jorge NoyAmerant Investments, Inc. mixed wealthBci Securities, Inc. mixed wealthRIA to RIAAug 28, 2023Sep 21, 2023
Nicolas Alejandro RiveroMorgan Stanley wirehouseBci Securities, Inc. mixed wealthWirehouse to independent RIAApr 11, 2023Mar 19, 2025 (708 d)
Gonzalo Rodriguez Del ValleJ.P. Morgan Securities LLC wirehouseBci Securities, Inc. mixed wealthWirehouse to independent RIAJan 31, 2023Feb 9, 2024 (374 d)
Franz BerdugoMorgan Stanley wirehouseBci Securities, Inc. mixed wealthWirehouse to independent RIANov 17, 2022May 23, 2024 (553 d)
Jonathan Andrew JeromeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBci Securities, Inc. mixed wealthWirehouse to independent RIAAug 23, 2022Sep 12, 2022
Michel PulidoTruist Advisory Services, Inc. BD affiliatedBci Securities, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAApr 28, 2022May 2, 2022
Aleksandar SimeonovWells Fargo Advisors wirehouseBci Securities, Inc. mixed wealthWirehouse to independent RIAMar 3, 2022Jan 6, 2023 (309 d)
Daniel DevisMorgan Stanley wirehouseBci Securities, Inc. mixed wealthWirehouse to independent RIAFeb 18, 2022Jun 11, 2025 (1209 d)
Eduardo ChaconMorgan Stanley wirehouseBci Securities, Inc. mixed wealthWirehouse to independent RIAFeb 1, 2022Mar 17, 2022 (44 d)
Clotilde LeviMML Investors Services, LLC BD affiliatedBci Securities, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJan 10, 2022Jan 28, 2022
Felipe Betancur PatinoMorgan Stanley wirehouseBci Securities, Inc. mixed wealthWirehouse to independent RIADec 2, 2021Nov 10, 2021
Fabio Yassert Pineda LopezMorgan Stanley wirehouseBci Securities, Inc. mixed wealthWirehouse to independent RIASep 22, 2021Jun 15, 2023 (631 d)
Oscar David RubianoB. Riley Wealth Advisors, Inc. BD affiliatedBci Securities, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAAug 17, 2021Sep 1, 2021
Jill SalvatoreWells Fargo Advisors wirehouseBci Securities, Inc. mixed wealthWirehouse to independent RIAJul 26, 2021Jan 24, 2023 (547 d)
Guillermo PorrasEfg Capital International Corp. no RAUMBci Securities, Inc. mixed wealthOtherJul 13, 2021Jan 3, 2024 (904 d)
Luis Javier AdarveCetera Investment Advisers LLC BD affiliatedBci Securities, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAApr 5, 2021Mar 23, 2023 (717 d)
Alejandro S MasferrerOsaic Fs, Inc. BD affiliatedBci Securities, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAMar 23, 2021Jan 1, 2025 (1380 d)
Cristina Teresa AlvarezTruist Advisory Services, Inc. BD affiliatedBci Securities, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIANov 11, 2020Aug 2, 2021 (264 d)
Denise Jacqueline DesaulniersBulltick Wealth Management, LLC independent RIABci Securities, Inc. mixed wealthRIA to RIAOct 18, 2019Oct 17, 2019
Erika F KamPrincipal Securities, Inc. BD affiliatedBci Securities, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIASep 19, 2019Sep 13, 2019
Ermengarda PalumboInsigneo Advisory Services, LLC mixed wealthBci Securities, Inc. mixed wealthRIA to RIAMay 22, 2019Oct 7, 2019 (138 d)
Henry David Aguilar BelloMora Capital Management, LLC independent RIABci Securities, Inc. mixed wealthRIA to RIAJun 27, 2018Jun 27, 2018
Nicholas Patrick SalasUcap Americas otherBci Securities, Inc. mixed wealthOtherDec 31, 2017Oct 25, 2017
Andres Wielandt LabbeCitigroup Global Markets Inc. otherBci Securities, Inc. mixed wealthOtherMay 27, 2011Sep 30, 2021 (3779 d)
Page 1 of 1
36 moves match.