DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for T••••• A••••••• S•••••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ana Patrizia Hernandez | Boca Raton, Fl | Mar 21, 2023 | Apr 4, 2023 |
| Arturo Perret-Gentil | Coral Gables, Fl | Mar 28, 2023 | Mar 23, 2023 |
The rule
- Registrations ended
- Mar 21, 2023 to Mar 28, 2023
- Registered next
- Mar 23, 2023 to Apr 4, 2023
- Branch state
- FL
- Cities
- 2, most in Boca Raton, Fl
- Registered there that day
- 19,361 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape