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 |
|---|---|---|---|
| Jorge Andres Lopez | Palm Beach Gardens, Fl | Oct 26, 2021 | Jan 1, 2025 |
| Anabel Zamora | Miami, Fl | Nov 3, 2021 | Nov 4, 2021 |
The rule
- Registrations ended
- Oct 26, 2021 to Nov 3, 2021
- Registered next
- Nov 4, 2021 to Jan 1, 2025
- Branch state
- FL
- Cities
- 2, most in Palm Beach Gardens, Fl
- Registered there that day
- 14,131 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape