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 Actitrust Wealth Management 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 |
|---|---|---|---|---|---|
| Eduardo Enrique Bello | Global Kandor Advisors, LLC independent RIA | Actitrust Wealth Management LLC mixed wealth | RIA to RIA | Mar 31, 2021 | Apr 20, 2021 |
| Alfredo Jorge Yanes | Western International Securities independent RIA | Actitrust Wealth Management LLC mixed wealth | RIA to RIA | Dec 18, 2018 | Sep 16, 2016 |
Page 1 of 1
2 moves match.