DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for I••••••• A••••••• S•••••••• L••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrea Jose Bruno | Aventura, Fl | Oct 14, 2023 | Oct 18, 2023 |
| Shmuel Isaac Maya | Aventura, Fl | Oct 14, 2023 | Oct 23, 2023 |
The rule
- Registrations ended
- Oct 14, 2023
- Registered next
- Oct 18, 2023 to Oct 23, 2023
- Branch state
- FL
- Cities
- 1, most in Aventura, Fl
- Registered there that day
- 8,846 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape