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 Banorte Asset Management, Inc.

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
Joaquin Sanchez HernandezBbva Global Wealth Advisors, Inc. independent RIABanorte Asset Management, Inc. independent RIARIA to RIAMay 14, 2026May 15, 2026
Mayela OrrantiaPnc Wealth Management BD affiliatedBanorte Asset Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 6, 2026May 6, 2026
Ignacio Antonio Perezanta OrdonezBbva Global Wealth Advisors, Inc. independent RIABanorte Asset Management, Inc. independent RIARIA to RIAMar 4, 2026May 26, 2026 (83 d)
Maria Genoveva HernandezInsigneo Advisory Services, LLC BD affiliatedBanorte Asset Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 24, 2025Jun 23, 2025
Salomon LahanaInvex Advisors LLC mixed wealthBanorte Asset Management, Inc. mixed wealthRIA to RIASep 17, 2024Sep 23, 2024
Jose Ramon RodriguezPnc Wealth Management BD affiliatedBanorte Asset Management, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIADec 6, 2023Feb 13, 2024 (69 d)
Juan Carlos BarrazaPnc Managed Account Solutions, Inc. independent RIABanorte Asset Management, Inc. mixed wealthRIA to RIADec 1, 2023Jan 2, 2024 (32 d)
Marcelo Andres GomezTruist Advisory Services, Inc. BD affiliatedBanorte Asset Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2023Aug 4, 2023
Joaquin A Barthel MedinaPnc Managed Account Solutions, Inc. BD affiliatedBanorte Asset Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2021May 27, 2026 (1820 d)
William Walter CathrinerAlterna Wealth Management, Inc. independent RIABanorte Asset Management, Inc. independent RIARIA to RIADec 19, 2019Mar 18, 2020 (90 d)
Xavier Ernesto IbarrolaMorgan Stanley wirehouseBanorte Asset Management, Inc. independent RIAWirehouse to independent RIASep 18, 2019Oct 1, 2019
Juan Esteban MedinaMorgan Stanley wirehouseBanorte Asset Management, Inc. independent RIAWirehouse to independent RIANov 29, 2018Jun 25, 2020 (574 d)
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12 moves match.