DFX Intelligence

RIA Intelligence

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Team lift-out

10 advisors left U•• F•••••••• S••••••• I••• for N•• E••• W•••••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Robert James LeeMiami, FlFeb 4, 2022Jan 28, 2022
Michael Scott WeinbergMiami, FlFeb 9, 2022Jan 28, 2022
Ana Karina Gonzalez DavilaCoral Gables, FlFeb 14, 2022Feb 9, 2022
Ghislain GouraigeCoral Gables, FlFeb 14, 2022Jan 28, 2022
Michaelangelo DooleyCoral Gables, FlFeb 14, 2022Jan 28, 2022
Alyssa Ann KaiserCoral Gables, FlFeb 15, 2022Jan 2, 2024
Claudio RavinetCoral Gables, FlFeb 15, 2022Jan 28, 2022
Eduardo Xavier VegaCoral Gables, FlFeb 15, 2022Jan 3, 2024
Jared Michaud KaplanMiami, FlFeb 15, 2022Jan 28, 2022
Alis Lynn RamirezMiami, FlFeb 25, 2022Feb 4, 2022
The rule
Registrations ended
Feb 4, 2022 to Feb 25, 2022
Registered next
Jan 28, 2022 to Jan 3, 2024
Branch state
FL
Cities
2, most in Coral Gables, Fl
Registered there that day
8,294 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into N•• E••• W•••••