DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

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

BD affiliatedtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Carlos Fernando MenesesMiami, FlAug 25, 2023Sep 5, 2023
Donna Sue SantangeloFort Lauderdale, FlAug 25, 2023Sep 1, 2023
Evan DunayerFt Lauderdale, FlAug 25, 2023Sep 12, 2023
Kathleen Graham MarteneyMiami, FlAug 25, 2023Mar 28, 2014
Melvin Ovet PerezMiami, FlAug 25, 2023Jul 6, 2018
Oscar Jesus CastellanosMiami, FlAug 25, 2023Jul 6, 2018
Pedro Ernesto Harth-SilvaMiami, FlAug 25, 2023Aug 25, 2023
Robert Mark WeissSarasota, FlAug 25, 2023Jan 29, 2019
Ryan T. WhitemanMiami, FlAug 25, 2023Apr 29, 2022
Shane David PhillipsMiami, FlAug 25, 2023Mar 30, 2015
The rule
Registrations ended
Aug 25, 2023
Registered next
Mar 28, 2014 to Sep 12, 2023
Branch state
FL
Cities
4, most in Miami, Fl
Registered there that day
5,469 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into P••••••••• W••••• A•••••••