DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Michael James TumoloJacksonville, FlMay 12, 2016May 27, 2016
Alvaro UribeMiami, FlMay 24, 2016May 23, 2016
Andres EcheverriMiami, FlMay 24, 2016May 23, 2016
Gilda Giovanna GallardoDelray Beach, FlJun 1, 2016May 27, 2016
Jessica LlorensMiami, FlJun 1, 2016May 27, 2016
Sam MosheDelray Beach, FlJun 1, 2016May 27, 2016
Katherine Borja-AbejaJacksonville, FlJun 14, 2016Oct 6, 2017
Kelly L ForgatchPalm Beach Gardens, FlJun 16, 2016Sep 15, 2016
Sandra P. Gonzalez Del CampoCoral Gables, FlJun 20, 2016Jun 29, 2016
The rule
Registrations ended
May 12, 2016 to Jun 20, 2016
Registered next
May 23, 2016 to Oct 6, 2017
Branch state
FL
Cities
5, most in Miami, Fl
Registered there that day
18,213 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into M••••• S••••••