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
2 advisors left M••••• S•••••• for I••••••• A••••••• S•••••••• L••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicole Marie Spirgatis | Miami, Fl | Feb 22, 2024 | Feb 23, 2024 |
| Patricia Patricia Holder | Miami, Fl | Feb 22, 2024 | Feb 24, 2024 |
The rule
- Registrations ended
- Feb 22, 2024
- Registered next
- Feb 23, 2024 to Feb 24, 2024
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 20,395 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape