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 Private Portfolio Of San Diego
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 |
|---|---|---|---|---|---|
| Ruben Ramirez Morfin | Morgan Stanley wirehouse | Private Portfolio Of San Diego other | Other | Sep 12, 2024 | Sep 6, 2024 |
| Ricardo Llanos | Insight Securities, Inc. mixed wealth | Private Portfolio Of San Diego other | Other | Feb 27, 2024 | Aug 14, 2024 (169 d) |
| Christopher Alexander Tenorio | Fisher Investments independent RIA | Private Portfolio Of San Diego other | Other | Oct 19, 2021 | Oct 4, 2023 (715 d) |
| Gaston Ernesto Guerrero | Mercantile Capital Advisors, LLC unclassified | Private Portfolio Of San Diego other | Other | Jun 3, 2019 | May 23, 2021 (720 d) |
| Taurayi Christopher Murapa | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Private Portfolio Of San Diego other | Other | Jul 12, 2011 | Jun 13, 2011 |
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5 moves match.