DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left V•••• F•••••••• A•••••••• I••• for O•••• W•••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel Andres ErazoBoca Raton, FlNov 25, 2024Nov 12, 2024
Jason Ryan OestreicherBoca Raton, FlNov 25, 2024Nov 12, 2024
Nicholas R. BrownBoca Raton, FlNov 25, 2024Nov 12, 2024
Travis Clemente RichBoca Raton, FlNov 25, 2024Nov 12, 2024
The rule
Registrations ended
Nov 25, 2024
Registered next
Nov 12, 2024
Branch state
FL
Cities
1, most in Boca Raton, Fl
Registered there that day
1,132 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of V•••• F•••••••• A•••••••• I•••Other teams into O•••• W•••••• I•••