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 Brasil Plural Investment Advisor 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 |
|---|---|---|---|---|---|
| Diogo Cavalcanti | Bolton Global Asset Management BD affiliated | Brasil Plural Investment Advisor LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jun 1, 2026 | Jun 10, 2026 |
| Marco Antonio Oliveira Muricy | Laidlaw Wealth Management LLC independent RIA | Brasil Plural Investment Advisor LLC no RAUM | Other | Aug 4, 2023 | Aug 7, 2025 (734 d) |
| Daniel Bochnia Stapff | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Brasil Plural Investment Advisor LLC no RAUM | Other | Aug 4, 2020 | Mar 7, 2024 (1311 d) |
| Victor Luiz Mecozzi | Itau International Securities Inc. independent RIA | Brasil Plural Investment Advisor LLC no RAUM | Other | Sep 4, 2018 | Nov 21, 2019 (443 d) |
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4 moves match.