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 Cibest Capital Advisory Services 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 |
|---|---|---|---|---|---|
| Catalina Sanchez | Citigroup Global Markets Inc. BD affiliated | Cibest Capital Advisory Services LLC other | Other | Apr 26, 2023 | May 4, 2023 |
| Alejandra Fanta | Morgan Stanley wirehouse | Cibest Capital Advisory Services LLC other | Other | Jan 31, 2023 | Mar 10, 2023 (38 d) |
| Luis Fernando Tascon | Raymond James & Associates, Inc. national BD | Cibest Capital Advisory Services LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 12, 2021 | Jul 13, 2022 (335 d) |
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3 moves match.