DFX Intelligence
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Team lift-out
2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for P•••••••• W••••• P•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clifford Mathew Robello | Honolulu, Hi | Nov 6, 2024 | Dec 2, 2024 |
| Sheri Mahealani Robello Cabral | Kailua, Hi | Nov 6, 2024 | Nov 4, 2024 |
The rule
- Registrations ended
- Nov 6, 2024
- Registered next
- Nov 4, 2024 to Dec 2, 2024
- Branch state
- HI
- Cities
- 2, most in Honolulu, Hi
- Registered there that day
- 3,489 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape