DFX Intelligence
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Team lift-out
2 advisors left H•••••••• A•••••••• L•• for T••• W••••• A••••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marc Howard Shachtman | Coral Gables, Fl | Mar 1, 2021 | Jan 21, 2020 |
| Monica Amalia Izquierdo | Coral Gables, Fl | Mar 1, 2021 | Jan 21, 2020 |
The rule
- Registrations ended
- Mar 1, 2021
- Registered next
- Jan 21, 2020
- Branch state
- FL
- Cities
- 1, most in Coral Gables, Fl
- Registered there that day
- 404 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape