DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Bita AsgariMiami, FlOct 23, 2023Oct 20, 2023
Jeremy RuccioNokomis, FlOct 23, 2023Oct 19, 2023
Lizbeth SainMiami, FlOct 23, 2023Oct 20, 2023
The rule
Registrations ended
Oct 23, 2023
Registered next
Oct 19, 2023 to Oct 20, 2023
Branch state
FL
Cities
2, most in Miami, Fl
Registered there that day
23,642 (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 R•• C•••••• M••••••• L••