DFX Intelligence
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Team lift-out
3 advisors left F•••• H•••••• A•••••••• I•• for W•••• F•••• A•••••••
mixed wealthtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gloria Yanet Roque-Gutierrez | Metairie, La | Oct 15, 2024 | Oct 11, 2024 |
| Joseph P Barreca | Metairie, La | Oct 15, 2024 | Oct 14, 2024 |
| Joshua Edgardo Torres | Metairie, La | Oct 15, 2024 | Oct 11, 2024 |
The rule
- Registrations ended
- Oct 15, 2024
- Registered next
- Oct 11, 2024 to Oct 14, 2024
- Branch state
- LA
- Cities
- 1, most in Metairie, La
- Registered there that day
- 198 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape