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 Cerda Munoz Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| William Frank Torres | 1st Global Advisors Inc other | Cerda Munoz Advisors, Inc independent RIA | Other | Dec 31, 2017 | Nov 21, 2025 (2882 d) |
| Hilberto Cerda | Cerda Wealth Management unclassified | Cerda Munoz Advisors, Inc independent RIA | Other | Dec 23, 2014 | Nov 13, 2025 (3978 d) |
| Aaron Octavio Munoz | Cerda Wealth Management unclassified | Cerda Munoz Advisors, Inc independent RIA | Other | Dec 22, 2014 | Nov 25, 2025 (3991 d) |
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3 moves match.