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 R••• A•••• M••••••••• for R•••••• J•••• • A••••••••• I•••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jose Maria Bilbao Cunha Joia | Sarasota, Fl | Nov 3, 2020 | Sep 25, 2020 |
| Lauren Rudd | Sarasota, Fl | Nov 3, 2020 | Sep 21, 2020 |
The rule
- Registrations ended
- Nov 3, 2020
- Registered next
- Sep 21, 2020 to Sep 25, 2020
- Branch state
- FL
- Cities
- 1, most in Sarasota, Fl
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape