DFX Intelligence
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Firm absorbed
5 advisors left L•• A••••••• S•••••••• L•• for M••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barbara Eileen Sacharow | Plantation, Fl | Jul 31, 2026 | Mar 24, 2026 |
| Claudia Nuri Rubenstein | Plantation, Fl | Jul 31, 2026 | Mar 24, 2026 |
| Marco R Bohorquez | Plantation, Fl | Jul 31, 2026 | Mar 24, 2026 |
| Sonja Koppenwallner | Miami, Fl | Jul 31, 2026 | Mar 24, 2026 |
| Valeria Carolina Ortega | Plantation, Fl | Jul 31, 2026 | Mar 24, 2026 |
The rule
- Registrations ended
- Jul 31, 2026
- Registered next
- Mar 24, 2026
- Branch state
- FL
- Cities
- 2, most in Plantation, Fl
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 71%
- Succession by the destination
- none on the tape