DFX Intelligence
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Team lift-out
3 advisors left P••••••• A••••••• G••••• I••• for C• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| May H Cheung | Miami, Fl | May 17, 2021 | Apr 29, 2021 |
| Raoul Rodriguez-Walters | Miami, Fl | May 17, 2021 | Apr 29, 2021 |
| Stephen Olan Wright | Miami, Fl | May 17, 2021 | Apr 29, 2021 |
The rule
- Registrations ended
- May 17, 2021
- Registered next
- Apr 29, 2021
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- a succession within a year (Sep 21, 2020), not necessarily this firm