DFX Intelligence
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Team lift-out
4 advisors left S••••• I••••••••• A••••••• I•• for I••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Javier Cortina Obregon | Miami, Fl | Aug 1, 2025 | Aug 4, 2025 |
| Jose Manuel Cobian Moran | Miami, Fl | Aug 1, 2025 | Aug 5, 2025 |
| Nicole Estefania Flores Santos | Miami, Fl | Aug 1, 2025 | Aug 4, 2025 |
| Ricardo Roberts | Miami, Fl | Aug 1, 2025 | Aug 7, 2025 |
The rule
- Registrations ended
- Aug 1, 2025
- Registered next
- Aug 4, 2025 to Aug 7, 2025
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 22 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape