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 Popular Securities, 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.

AdvisorFromToTypeLeftRegistered
Jared R Vizcarrondo BibiloniLyon Bern, LLC state registeredPopular Securities, LLC mixed wealthOtherAug 25, 2025Sep 23, 2025
Christian Del ToroCharles Schwab & Co., Inc. national BDPopular Securities, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAAug 31, 2023Sep 20, 2023
Mayra Alejandra Corrada FernandezOriental Financial Services LLC independent RIAPopular Securities, LLC independent RIARIA to RIAMar 24, 2021Mar 25, 2021
Maria Del Carmen Maisonet GonzalezKovack Advisors, Inc. otherPopular Securities, LLC otherOtherNov 20, 2017Jan 11, 2018 (52 d)
Lisette Vizcarrondo PerezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePopular Securities, LLC otherOtherJan 2, 2015May 30, 2017 (879 d)
Tania Perez PineiroWells Fargo Advisors wirehousePopular Securities, LLC otherOtherSep 6, 2011Aug 16, 2011
Jose Ivan Acosta JordanWells Fargo Advisors wirehousePopular Securities, LLC otherOtherAug 24, 2011Sep 6, 2011
Edman Alicea RodriguezWells Fargo Advisors wirehousePopular Securities, LLC otherOtherAug 24, 2011Sep 6, 2011
Victoria Eugenia Reyes SolarteWells Fargo Advisors wirehousePopular Securities, LLC otherOtherAug 24, 2011Sep 6, 2011
Jose Arturo Ramos RiosWells Fargo Advisors wirehousePopular Securities, LLC otherOtherNov 19, 2010Aug 8, 2011 (262 d)
Alfredo A. CollazoWells Fargo Advisors wirehousePopular Securities, LLC otherOtherAug 21, 2008Aug 9, 2011 (1083 d)
Alexey Badillo CorderoCetera Advisor Networks LLC otherPopular Securities, LLC otherOtherDec 31, 2002Sep 17, 2007 (1721 d)
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12 moves match.