DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Evolution 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 |
|---|---|---|---|---|---|
| Edmundo Javier Castillo | Morgan Stanley wirehouse | Evolution Wealth Advisors, LLC mixed wealth | Wirehouse to independent RIA | Apr 6, 2021 | Apr 11, 2025 (1466 d) |
| Gerhard Herrera-Pahl | Bigsur Partners, LLC other | Evolution Wealth Advisors, LLC independent RIA | Other | Dec 10, 2018 | Jun 17, 2019 (189 d) |
| Roberto Vainrub | Financial Partners Capital Management, LLC independent RIA | Evolution Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Apr 27, 2018 | Sep 8, 2017 |
| Michael Yaacov Marciano | Financial Partners Capital Management, LLC independent RIA | Evolution Wealth Advisors, LLC other | Other | Apr 27, 2018 | May 10, 2018 |
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4 moves match.