DFX Intelligence

RIA Intelligence

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Team lift-out

32 advisors left W•••• F•••• A••••••• for R•••••• J•••• • A••••••••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Chad Wesley SpencerClearwater, FlMar 15, 2021Mar 5, 2021
Cindy Ann GibsonClearwater, FlMar 15, 2021Mar 8, 2021
Paul George MittmanClearwater, FlMar 15, 2021Mar 5, 2021
Andres E GalvezMiami, FlMar 16, 2021Mar 17, 2021
Christopher Murrle-PhilippsenMiami, FlMar 17, 2021Mar 17, 2021
Ursula ChavezMiami, FlMar 17, 2021Mar 17, 2021
Edwin Leo SheddMiami, FlMar 18, 2021Mar 17, 2021
Maya Isabel CasanovaCoral Gables, FlMar 25, 2021Apr 5, 2021
Maria Jose PessoaCoral Gables, FlApr 8, 2021Apr 6, 2021
Lizzette Josephine InchausteguiKey Colony Beach, FlApr 21, 2021Apr 19, 2021
Pablo Cesar AnnovelliMiami, FlApr 21, 2021Apr 19, 2021
Griselda UzcateguiWeston, FlApr 26, 2021Apr 26, 2021
Melissa Torres Riano TorrensMiami, FlApr 26, 2021Apr 20, 2021
Orlando Judas GarciaCoral Gables, FlApr 26, 2021Apr 20, 2021
Javier FerreiraCoral Gables, FlApr 30, 2021Apr 26, 2021
Marcos BowersMiami, FlMay 4, 2021May 5, 2021
Daniel BetancourtMiami, FlMay 6, 2021Dec 12, 2022
Oscar Mauricio GonzalezMiami, FlMay 10, 2021May 6, 2021
James Charles SnyderNaples, FlMay 12, 2021May 28, 2021
Juan Carlos BonelliMiami, FlMay 13, 2021May 14, 2021
Rafael Ignacio SagarbarriaMiami, FlMay 14, 2021May 11, 2021
Fernando RiojasMiami, FlMay 17, 2021May 28, 2021
Marcos Ricardo CigagnaOrlando, FlMay 17, 2021May 12, 2021
Yahaira FernandezCoral Gables, FlMay 17, 2021May 12, 2021
Carla Maria InurriteguiMiami, FlMay 18, 2021May 19, 2021
James Anthony LevyCoral Gables, FlMay 21, 2021May 18, 2021
Jorge BenitezMiami, FlMay 21, 2021May 18, 2021
Miguel Angel ViyellaMiami, FlMay 21, 2021May 17, 2021
Juan Felipe Souza LegorretaMiami, FlJun 2, 2021May 13, 2021
Doraida FernandezCoral Gables, FlJun 14, 2021Jun 8, 2021
James Whitfield WarrenTampa, FlJun 16, 2021Jun 21, 2021
Susan Knopp HiteTampa, FlJun 16, 2021Jun 14, 2021
The rule
Registrations ended
Mar 15, 2021 to Jun 16, 2021
Registered next
Mar 5, 2021 to Dec 12, 2022
Branch state
FL
Cities
8, most in Miami, Fl
Registered there that day
14,348 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into R•••••• J•••• • A••••••••• I•••