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 C•••••••• G••••• M•••••• I••• for U•• F•••••••• S••••••• I•••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Tabares | Key Biscayne, Fl | Jul 17, 2024 | Jul 2, 2024 |
| Isabel Cristina Duchemin | Miami, Fl | Jul 22, 2024 | Jul 3, 2024 |
The rule
- Registrations ended
- Jul 17, 2024 to Jul 22, 2024
- Registered next
- Jul 2, 2024 to Jul 3, 2024
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 2,091 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape