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.
4 advisors left Wells Fargo Advisors for Truist Advisory Services, Inc.
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alvaro Alfredo Quintero | Fort Lauderdale, Fl | Jul 20, 2026 | Jul 29, 2026 |
| Paulo Andre Quintana | Boca Raton, Fl | Jul 20, 2026 | Jul 23, 2026 |
| Kenneth Rafael Fletes | Weston, Fl | Jul 23, 2026 | Aug 20, 2026 |
| Daniel Raymond Featherston | Fort Lauderdale, Fl | Jul 31, 2026 | Jul 14, 2026 |
- Registrations ended
- Jul 20, 2026 to Jul 31, 2026
- Registered next
- Jul 14, 2026 to Aug 20, 2026
- Branch state
- FL
- Cities
- 3, most in Fort Lauderdale, Fl
- Registered there that day
- 14,530 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm. The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.