DFX Intelligence

RIA 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

7 advisors left M•• I•••••••• S•••••••• L•• for G••••• R••••••••• P••••••• L••

BD affiliatedtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Craig NovekFort Lauderdale, FlOct 31, 2023Nov 6, 2023
Marc BienenfeldFort Lauderdale, FlOct 31, 2023Oct 31, 2023
Allie Elizabeth StarrFort Lauderdale, FlNov 1, 2023Nov 27, 2023
Jacalyn MurrayFort Lauderdale, FlNov 1, 2023Nov 7, 2023
Keven MilgramFt Lauderdale, FlNov 1, 2023Oct 30, 2023
Phillip Anthony BrunsonFort Lauderdale, FlNov 1, 2023Nov 28, 2023
Shir Keidan McgettiganFort Lauderdale, FlNov 1, 2023Oct 30, 2023
The rule
Registrations ended
Oct 31, 2023 to Nov 1, 2023
Registered next
Oct 30, 2023 to Nov 28, 2023
Branch state
FL
Cities
2, most in Fort Lauderdale, Fl
Registered there that day
4,267 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of M•• I•••••••• S•••••••• L••Other teams into G••••• R••••••••• P••••••• L••