DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for I••••••• A••••••• S•••••••• L••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Janel Vidal Perez | Miami, Fl | Apr 21, 2021 | Apr 20, 2021 |
| Nicolas A Jimenez | Miami, Fl | Apr 22, 2021 | Apr 24, 2021 |
The rule
- Registrations ended
- Apr 21, 2021 to Apr 22, 2021
- Registered next
- Apr 20, 2021 to Apr 24, 2021
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 14,274 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape