DFX Intelligence
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Team lift-out
2 advisors left H•••••• T••••••• • K•••• L•• for A••••••••• F•••••••• S•••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charlene Guisasola | Coral Gables, Fl | Feb 27, 2026 | Mar 2, 2026 |
| Pedro L Torres | Coral Gables, Fl | Feb 27, 2026 | Mar 2, 2026 |
The rule
- Registrations ended
- Feb 27, 2026
- Registered next
- Mar 2, 2026
- Branch state
- FL
- Cities
- 1, most in Coral Gables, Fl
- Registered there that day
- 443 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape