DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left S••••• X•••• S•••••••• S••••• W••••• M••••••••• for M••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Alejandro ZayasCoral Gables, FlJun 11, 2019Jun 5, 2019
Faith Read XenosCoral Gables, FlJun 11, 2019Jun 5, 2019
Juda Eli SchechterCoral Gables, FlJun 11, 2019Jul 17, 2019
Lonny Seth GreenbergCoral Gables, FlJun 11, 2019Jun 6, 2019
Marc Harris SingerCoral Gables, FlJun 11, 2019Jun 7, 2019
Neil Robert SoslerCoral Gables, FlJun 11, 2019Jun 6, 2019
The rule
Registrations ended
Jun 11, 2019
Registered next
Jun 5, 2019 to Jul 17, 2019
Branch state
FL
Cities
1, most in Coral Gables, Fl
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of S••••• X•••• S•••••••• S••••• W••••• M•••••••••Other teams into M••••••