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
4 advisors left W•••• F•••• A••••••• for B••••• G••••• A•••• M•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrei L. Santos | Miami, Fl | Aug 9, 2021 | Aug 16, 2021 |
| Federico Sebastian Alonso | Miami, Fl | Aug 11, 2021 | Aug 23, 2021 |
| Leonardo Tedeschi | Weston, Fl | Aug 20, 2021 | Sep 7, 2021 |
| Adriana M Perez | Weston, Fl | Aug 25, 2021 | Dec 8, 2022 |
The rule
- Registrations ended
- Aug 9, 2021 to Aug 25, 2021
- Registered next
- Aug 16, 2021 to Dec 8, 2022
- Branch state
- FL
- Cities
- 2, most in Miami, Fl
- Registered there that day
- 14,157 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape