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
2 advisors left P•••• S••••••••• L•• for E•••••••• A•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jean-Paul Ceballo | Sarasota, Fl | Nov 21, 2023 | Mar 28, 2024 |
| Milton A Ares | Tampa, Fl | Nov 27, 2023 | Jan 25, 2024 |
The rule
- Registrations ended
- Nov 21, 2023 to Nov 27, 2023
- Registered next
- Jan 25, 2024 to Mar 28, 2024
- Branch state
- FL
- Cities
- 1, most in Tampa, Fl
- Registered there that day
- 2,144 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape