DFX Intelligence
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Team lift-out
2 advisors left P•• M•••••• A•••••• S••••••••• I••• for P•• W••••• M•••••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Fidelma Farinas-Cobas | Miami, Fl | Nov 30, 2023 | Dec 4, 2023 |
| Roberto Ruiz Velez | Miami, Fl | Nov 30, 2023 | Apr 27, 2023 |
The rule
- Registrations ended
- Nov 30, 2023
- Registered next
- Apr 27, 2023 to Dec 4, 2023
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 12%
- Succession by the destination
- none on the tape