DFX Intelligence
For recruiters
Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
A newly filed adviser they own, or a new outside advisory or holding business.
Changes on what you follow · Describe your platform to see fit
- Louis Lemos Navian Asset Management, LLC, Naples, Flstate-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Before a call: a dated reason to call now; practice size; a contact route; joined the current firm under a year ago.
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