DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left X• A••••••• U•• I••• for E•• P•••••• W••••• M••••••••• ••••••••• C••••

othertomixed wealthOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Felipe Sebe LopesMiami, FlJul 18, 2024Feb 28, 2025
Fernando De Carvalho Olea CostaMiami, FlJul 18, 2024Mar 27, 2025
Raphael Caria De Freitas PinheiroMiami, FlJul 18, 2024Feb 21, 2025
Thiago FaveryMiami, FlJul 18, 2024Mar 27, 2025
The rule
Registrations ended
Jul 18, 2024
Registered next
Feb 21, 2025 to Mar 27, 2025
Branch state
FL
Cities
1, most in Miami, Fl
Registered there that day
23 (people still on IAPD; an estimate)
Share of that headcount
17%
Succession by the destination
none on the tape
Other teams out of X• A••••••• U•• I•••Other teams into E•• P•••••• W••••• M••••••••• ••••••••• C••••