DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

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

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Ronald Humberto LlanoMiami, FlOct 22, 2021Oct 11, 2021
Veronica CerecedaMiami, FlNov 3, 2021Oct 28, 2021
Ana Maria VillegasMiami, FlNov 4, 2021Nov 2, 2021
Astrid Rodriguez-CarranzaCoral Gables, FlNov 4, 2021Oct 19, 2021
Jose Ramon DiazMiami, FlNov 4, 2021Oct 18, 2021
Robert Arthur DunnMiami, FlNov 4, 2021Oct 19, 2021
Sonnia ViyellaMiami, FlNov 4, 2021Oct 20, 2021
The rule
Registrations ended
Oct 22, 2021 to Nov 4, 2021
Registered next
Oct 11, 2021 to Nov 2, 2021
Branch state
FL
Cities
2, most in Miami, Fl
Registered there that day
14,125 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into R•••••• J•••• • A••••••••• I•••