DFX Intelligence

RIA Intelligence

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Firm absorbed

18 advisors left E•• C•••••• A••••••• I••• for E•• P•••••• W••••• M••••••••• ••••••••• C••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alejandro A CouttenyeMiami, FlFeb 22, 2019Jan 1, 2025
Ana Maria ParraMiami, FlFeb 22, 2019Nov 21, 2019
Andres S PadillaMiami, FlFeb 22, 2019Nov 26, 2019
Antonio Oliveira MouraMiami, FlFeb 22, 2019Dec 4, 2019
Carl Henrik Gustaf EdlundMiami, FlFeb 22, 2019Oct 14, 2019
Cristina Rosibel UlvertMiami, FlFeb 22, 2019Dec 7, 2019
Eric Byron SmalleyMiami, FlFeb 22, 2019Dec 7, 2019
Esteban Santiago TormenMiami, FlFeb 22, 2019Mar 7, 2016
Fernando Monteiro De BarrosMiami, FlFeb 22, 2019Nov 19, 2019
Guillermo PorrasMiami, FlFeb 22, 2019Dec 23, 2019
J Alexander CaldwellMiami, FlFeb 22, 2019Nov 12, 2019
Kenia Naves RochaMiami, FlFeb 22, 2019Nov 21, 2019
Lauro Duarte CancelaMiami, FlFeb 22, 2019Nov 15, 2019
Luciana Ferreira Cupido RibeiroMiami, FlFeb 22, 2019Dec 7, 2019
Maria Del Carmen Romero SalvadeMiami, FlFeb 22, 2019Dec 7, 2019
Miguel Luis OrtizMiami, FlFeb 22, 2019Nov 21, 2019
Renata Mussalem MachadoMiami, FlFeb 22, 2019Nov 21, 2019
Roberto Elias Gadala-MariaMiami, FlFeb 22, 2019Nov 12, 2019
The rule
Registrations ended
Feb 22, 2019
Registered next
Mar 7, 2016 to Jan 1, 2025
Branch state
FL
Cities
1, most in Miami, Fl
Registered there that day
21 (people still on IAPD; an estimate)
Share of that headcount
86%
Succession by the destination
none on the tape
Other teams out of E•• C•••••• A••••••• I•••Other teams into E•• P•••••• W••••• M••••••••• ••••••••• C••••