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Team lift-out

3 advisors left P••••••••• W••••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Melvin Ovet PerezFort Lauderdale, FlMar 30, 2026Apr 1, 2026
Oscar Jesus CastellanosFort Lauderdale, FlMar 30, 2026Apr 1, 2026
Pedro Ernesto Harth-SilvaFort Lauderdale, FlMar 30, 2026Mar 31, 2026
The rule
Registrations ended
Mar 30, 2026
Registered next
Mar 31, 2026 to Apr 1, 2026
Branch state
FL
Cities
2, most in Fort Lauderdale, Fl
Registered there that day
20 (people still on IAPD; an estimate)
Share of that headcount
15%
Succession by the destination
none on the tape