DFX Intelligence
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Team lift-out
2 advisors left C•••••••• G••••• M•••••• I••• for G••••• W••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jorge Luis Perez Ruiz | Miami, Fl | Apr 10, 2024 | May 4, 2024 |
| Jonatan I Alvarez | Miami, Fl | Apr 24, 2024 | Apr 22, 2024 |
The rule
- Registrations ended
- Apr 10, 2024 to Apr 24, 2024
- Registered next
- Apr 22, 2024 to May 4, 2024
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 2,197 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape