DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left U•• F•••••••• S••••••• I••• for B•• P•••••• A•••• M••••••••• U• • L••

wirehousetoasset managerOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Camilo Januario Ferreira GomesCoralgables, FlApr 12, 2022Feb 15, 2024
Daniel Mancia NunesCoralgables, FlApr 12, 2022Apr 17, 2024
Kenia Giordani BorgesCoral Gables, FlApr 12, 2022Feb 15, 2024
Marcel VieiraCoralgables, FlApr 12, 2022Feb 15, 2024
The rule
Registrations ended
Apr 12, 2022
Registered next
Feb 15, 2024 to Apr 17, 2024
Branch state
FL
Cities
1, most in Coralgables, Fl
Registered there that day
8,324 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into B•• P•••••• A•••• M••••••••• U• • L••