DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left U••••• C•••••• F•••••••• A••••••• for G•••••• S•••• W••••• S•••••••• L•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Frederick Hung Lian TanMiami, FlNov 17, 2023Nov 6, 2023
James AtkinsonMiami, FlNov 17, 2023Nov 15, 2023
Justin J GradolfMiami, FlNov 17, 2023Nov 15, 2023
Kerly Leandra ChirinosMiami, FlNov 17, 2023Nov 15, 2023
Robert Michael RogersMiami, FlNov 17, 2023Nov 15, 2023
Akhil Rajiv IyengarMiami, FlNov 20, 2023Nov 15, 2023
The rule
Registrations ended
Nov 17, 2023 to Nov 20, 2023
Registered next
Nov 6, 2023 to Nov 15, 2023
Branch state
FL
Cities
1, most in Miami, Fl
Registered there that day
137 (people still on IAPD; an estimate)
Share of that headcount
4.4%
Succession by the destination
none on the tape
Other teams out of U••••• C•••••• F•••••••• A•••••••Other teams into G•••••• S•••• W••••• S•••••••• L•••