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 Ekanta Wealth 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 |
|---|---|---|---|---|---|
| Anita Bustos | Citigroup Global Markets Inc. BD affiliated | Ekanta Wealth Advisors LLC other | Other | Apr 18, 2019 | May 7, 2019 |
| Carlos Alberto Salzedo Navarro | Efg Private Wealth Management (Americas) Corp. independent RIA | Ekanta Wealth Advisors LLC other | Other | Apr 11, 2019 | May 7, 2019 |
| Benjamin Englert Hein | Bigsur Partners, LLC other | Ekanta Wealth Advisors LLC other | Other | Jul 7, 2016 | Mar 30, 2016 |
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3 moves match.