DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for B••••• G••••• A•••• M•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eduardo I Cadenas | Miami, Fl | Jun 6, 2023 | Jun 15, 2023 |
| Sergio Sotolongo | Aventura, Fl | Jun 6, 2023 | Jun 19, 2023 |
The rule
- Registrations ended
- Jun 6, 2023
- Registered next
- Jun 15, 2023 to Jun 19, 2023
- Branch state
- FL
- Cities
- 2, most in Aventura, Fl
- Registered there that day
- 19,680 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape