DFX Intelligence
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Team lift-out
2 advisors left A••••••• I••••••••• M••••••• •••• L•• for A••• W••••• M••••••••• •• I••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jose Felix Remy | Miami, Fl | Apr 22, 2021 | Nov 30, 2025 |
| Ricardo Cayetano De La Serna | Miami, Fl | Apr 22, 2021 | Nov 28, 2025 |
The rule
- Registrations ended
- Apr 22, 2021
- Registered next
- Nov 28, 2025 to Nov 30, 2025
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape