DFX Intelligence
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Team lift-out
6 advisors left M••••• S•••••• for I••••••• A••••••• S•••••••• L••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Maria Solanet | Plantation, Fl | Feb 8, 2023 | Feb 9, 2023 |
| Stephanie Marie Cabrera | Coral Gables, Fl | Feb 15, 2023 | Mar 17, 2023 |
| Angel Luis Colina | Coral Gables, Fl | Feb 23, 2023 | Mar 3, 2023 |
| Carolina Thompson | Aventura, Fl | Feb 27, 2023 | Mar 22, 2023 |
| Fernando Perez Castillo | Aventura, Fl | Feb 27, 2023 | Jan 5, 2026 |
| Maria Ximena Guevara Fajardo | Aventura, Fl | Feb 27, 2023 | Mar 22, 2023 |
The rule
- Registrations ended
- Feb 8, 2023 to Feb 27, 2023
- Registered next
- Feb 9, 2023 to Jan 5, 2026
- Branch state
- FL
- Cities
- 3, most in Aventura, Fl
- Registered there that day
- 19,222 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape