DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Alejandro Jose MatusCoral Gables, FlOct 17, 2023Oct 17, 2023
Karla Goncalves SilvaCoral Gables, FlOct 17, 2023Dec 10, 2024
Christopher John BruceCoral Gables, FlOct 18, 2023Oct 17, 2023
Enrique Marcelo GumucioPlantation, FlOct 18, 2023Oct 17, 2023
Janet Franco GordonCoral Gables, FlOct 18, 2023Oct 23, 2023
The rule
Registrations ended
Oct 17, 2023 to Oct 18, 2023
Registered next
Oct 17, 2023 to Dec 10, 2024
Branch state
FL
Cities
2, most in Coral Gables, Fl
Registered there that day
20,253 (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•••