DFX 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
4 advisors left D•••• A• N•••• • C•••••• for S•••••••• A•••••••• L••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elias Sanchez | Miami, Fl | Aug 11, 2015 | Aug 11, 2015 |
| James Royal Kirchner | Miami, Fl | Aug 11, 2015 | Aug 11, 2015 |
| Martina Leshay Beckford | Miami, Fl | Aug 11, 2015 | Aug 11, 2015 |
| Scott Jay Kessler | Miami, Fl | Aug 11, 2015 | Aug 11, 2015 |
The rule
- Registrations ended
- Aug 11, 2015
- Registered next
- Aug 11, 2015
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- a succession within a year (Jul 1, 2015), not necessarily this firm