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 Mariva Global Asset 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.

AdvisorFromToTypeLeftRegistered
Juan Javier DominguezBci Securities, Inc. mixed wealthMariva Global Asset Management, LLC independent RIARIA to RIAMar 12, 2025Aug 5, 2026 (511 d)
John Alexander FitzpatrickCreand Management independent RIAMariva Global Asset Management, LLC independent RIARIA to RIAJan 17, 2025Jun 25, 2025 (159 d)
Sebastian Rodrigo GomezBigsur Partners, LLC otherMariva Global Asset Management, LLC independent RIAOtherMay 24, 2017Oct 22, 2018 (516 d)
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3 moves match.