DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for T••••••••• W••••• M•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Paul Lein | Ponte Vedra Beach, Fl | Aug 15, 2023 | Apr 24, 2023 |
| Matthew James Brady | Ponte Vedra Beach, Fl | Aug 15, 2023 | Apr 24, 2023 |
The rule
- Registrations ended
- Aug 15, 2023
- Registered next
- Apr 24, 2023
- Branch state
- FL
- Cities
- 1, most in Ponte Vedra Beach, Fl
- Registered there that day
- 2,487 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape