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
3 advisors left U•• F•••••••• S••••••• I••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marcelo Bestard | Coral Gables, Fl | Mar 25, 2022 | Mar 14, 2022 |
| Sergio Mariscal Lozano | Coral Gables, Fl | Mar 25, 2022 | Mar 14, 2022 |
| Ana Imias Ansara | Boca Raton, Fl | Apr 4, 2022 | Apr 4, 2022 |
The rule
- Registrations ended
- Mar 25, 2022 to Apr 4, 2022
- Registered next
- Mar 14, 2022 to Apr 4, 2022
- Branch state
- FL
- Cities
- 2, most in Coral Gables, Fl
- Registered there that day
- 8,345 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape