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 M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jose Rivas Espinoza | Tampa, Fl | Aug 15, 2025 | Aug 7, 2025 |
| Susana Guerra Mandes | Fort Myers, Fl | Aug 27, 2025 | Sep 3, 2025 |
The rule
- Registrations ended
- Aug 15, 2025 to Aug 27, 2025
- Registered next
- Aug 7, 2025 to Sep 3, 2025
- Branch state
- FL
- Cities
- 2, most in Tampa, Fl
- Registered there that day
- 24,547 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape