DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left W•••• F•••• A••••••• for M•••• W••••• M••••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Chelsea Rae GaneyNaples, FlAug 30, 2022Sep 2, 2022
Jeffrey LebritonNaples, FlAug 30, 2022Sep 12, 2022
Julie RichNaples, FlAug 30, 2022Sep 2, 2022
Kathleen Marie HergetNaples, FlAug 30, 2022Sep 19, 2022
Michael John MonginNaples, FlAug 30, 2022Sep 14, 2022
Ryan Elizabeth FrankNaples, FlAug 30, 2022Sep 20, 2022
Thomas Michael MoranNaples, FlAug 30, 2022Aug 22, 2022
The rule
Registrations ended
Aug 30, 2022
Registered next
Aug 22, 2022 to Sep 20, 2022
Branch state
FL
Cities
1, most in Naples, Fl
Registered there that day
1,820 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into M•••• W••••• M••••••••• L••