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 |
|---|---|---|---|
| Jeffrey Brandon Kline | Coral Gables, Fl | Jul 29, 2021 | Jul 28, 2021 |
| Francisco Alberto Collado | Miami Beach, Fl | Aug 12, 2021 | Aug 9, 2021 |
The rule
- Registrations ended
- Jul 29, 2021 to Aug 12, 2021
- Registered next
- Jul 28, 2021 to Aug 9, 2021
- Branch state
- FL
- Cities
- 2, most in Coral Gables, Fl
- Registered there that day
- 14,203 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape