DFX Intelligence

RIA 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

8 advisors left W•••• F•••• A••••••• for I••••••• A••••••• S•••••••• L••

wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Harold Jesus Calveira LeonMiami, FlFeb 24, 2021Apr 28, 2021
Edward VaronaMiami Beach, FlMar 5, 2021Jan 2, 2026
Jose Gustavo AguilarCoral Gables, FlMar 5, 2021Mar 19, 2021
Vivian Caridad PinoMiami, FlMar 5, 2021Mar 30, 2021
Alberto David LopezMiami, FlMar 8, 2021Jan 1, 2025
Eduardo Jesus FernandezMiami, FlMar 18, 2021Mar 29, 2021
Alain GuerraCoral Gables, FlMar 22, 2021Mar 16, 2021
Liliana Borrero AcevedoMiami, FlApr 5, 2021Apr 16, 2021
The rule
Registrations ended
Feb 24, 2021 to Apr 5, 2021
Registered next
Mar 16, 2021 to Jan 2, 2026
Branch state
FL
Cities
3, most in Miami, Fl
Registered there that day
14,319 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into I••••••• A••••••• S•••••••• L••