DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left M••••• S•••••• for R•••••• J•••• • A••••••••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Heidy E SeggioCoral Gables, FlJun 1, 2023Jun 2, 2023
Eva Marina OvejeroMiami, FlJun 6, 2023Jun 5, 2023
Jack Isaac Daniel CohenAventura, FlJun 6, 2023Jun 2, 2023
Pamela Michelle RamirezCoral Gables, FlJun 6, 2023May 31, 2023
Alexander Q De OliveiraCoral Gables, FlJun 14, 2023May 31, 2023
Rodrigo SiderisCoral Gables, FlJun 14, 2023May 31, 2023
Kyle W DalsonTemple Terrace, FlJun 15, 2023Jun 12, 2023
The rule
Registrations ended
Jun 1, 2023 to Jun 15, 2023
Registered next
May 31, 2023 to Jun 12, 2023
Branch state
FL
Cities
4, most in Coral Gables, Fl
Registered there that day
19,674 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into R•••••• J•••• • A••••••••• I•••