DFX Intelligence
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Team lift-out
2 advisors left A•••••• I••••••••• I••• for I••••••• A••••••• S•••••••• L••
mixed wealthtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ciro Vasquez | Coral Gables, Fl | Sep 7, 2021 | Sep 3, 2021 |
| Vicent Costa | Coral Gables, Fl | Sep 13, 2021 | Sep 24, 2021 |
The rule
- Registrations ended
- Sep 7, 2021 to Sep 13, 2021
- Registered next
- Sep 3, 2021 to Sep 24, 2021
- Branch state
- FL
- Cities
- 1, most in Coral Gables, Fl
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape