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 Global Kandor 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 |
|---|---|---|---|---|---|
| Ana Maria Rebora De Luchau | Activa Capital unclassified | Global Kandor Advisors, LLC independent RIA | Other | May 5, 2023 | May 10, 2023 |
| Eduardo Enrique Bello | Amerant Investments, Inc. mixed wealth | Global Kandor Advisors, LLC no RAUM | RIA to a newly registered adviser | Oct 23, 2020 | Oct 20, 2020 |
| Alfonso Osorio | Insigneo Wealth Advisors, LLC mixed wealth | Global Kandor Advisors, LLC no RAUM | RIA to a newly registered adviser | Oct 22, 2020 | Oct 20, 2020 |
| Guillermo Enrique Vernet | Insigneo Wealth Advisors, LLC mixed wealth | Global Kandor Advisors, LLC independent RIA | RIA to RIA | Oct 19, 2020 | Mar 10, 2022 (507 d) |
Page 1 of 1
4 moves match.