DFX Intelligence
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Team lift-out
3 advisors left E•• C•••••• A••••••• I••• for O•••• F•••••••• A••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexandra Rumie | Miami, Fl | Apr 20, 2018 | Jan 1, 2025 |
| Henry De Valle | Miami, Fl | Apr 20, 2018 | Jul 23, 2019 |
| Maria Luisa De Jesus | Miami, Fl | Apr 20, 2018 | Jun 21, 2019 |
The rule
- Registrations ended
- Apr 20, 2018
- Registered next
- Jun 21, 2019 to Jan 1, 2025
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 24 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape