DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for I••••••• A••••••• S•••••••• L••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cristina Beatrice Mendez | Miami, Fl | Aug 14, 2020 | Oct 13, 2020 |
| Zoraida Caridad Diaz | Miami, Fl | Aug 14, 2020 | Oct 13, 2020 |
The rule
- Registrations ended
- Aug 14, 2020
- Registered next
- Oct 13, 2020
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 7,797 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape