DFX 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
4 advisors left M••••• S•••••• for B••••• G••••• A•••• M•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Luisa C Muro | Miami, Fl | Sep 20, 2023 | Sep 21, 2023 |
| Ernesto Cucalon | Miami, Fl | Sep 21, 2023 | Sep 21, 2023 |
| Conny S De La Torre | Fort Lauderdale, Fl | Oct 4, 2023 | Oct 6, 2023 |
| Dante Wilfredo Neyra | Fort Lauderdale, Fl | Oct 4, 2023 | Oct 6, 2023 |
The rule
- Registrations ended
- Sep 20, 2023 to Oct 4, 2023
- Registered next
- Sep 21, 2023 to Oct 6, 2023
- Branch state
- FL
- Cities
- 2, most in Miami, Fl
- Registered there that day
- 20,225 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape