DFX Intelligence
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Team lift-out
6 advisors left W•••• F•••• A••••••• for I••••••• A••••••• S•••••••• L••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Isadora Melissa Del Llano | Miami, Fl | May 10, 2021 | Jul 9, 2021 |
| John Joseph Romanach | Miami, Fl | May 10, 2021 | May 14, 2021 |
| John Lopez | Miami, Fl | May 10, 2021 | Jun 8, 2021 |
| Laura Poo | Miami, Fl | May 21, 2021 | May 21, 2021 |
| Yzana Hernandez Oestreicher | Miami, Fl | Jun 1, 2021 | Jul 8, 2021 |
| Lissett Altagracia Hernandez | Miami, Fl | Jun 8, 2021 | Jun 20, 2021 |
The rule
- Registrations ended
- May 10, 2021 to Jun 8, 2021
- Registered next
- May 14, 2021 to Jul 9, 2021
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 14,218 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape