DFX Intelligence

RIA Intelligence

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Firm absorbed

14 advisors left J•• C•••••• A•••••••• L•• for A••••••••• F•••••••• S•••••••• L••

othertonational BDOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alan Leonard TarkoTampa, FlAug 14, 2015Aug 14, 2015
Alfred Peter SchofieldTampa, FlAug 14, 2015Aug 17, 2015
James O SturdivantTampa, FlAug 14, 2015Aug 14, 2015
Thomas E CxypoliskiTampa, FlAug 14, 2015Aug 27, 2015
Cheryl Lucyann SmithTampa, FlAug 17, 2015Aug 17, 2015
Dustin Knight YoungTampa, FlAug 17, 2015Aug 18, 2015
Gregory Donald LowderTampa, FlAug 17, 2015Aug 17, 2015
Jeffery Grant IselerTampa, FlAug 17, 2015Aug 17, 2015
John Winship DurantTampa, FlAug 17, 2015Aug 17, 2015
Kelly Ann ConnellyTampa, FlAug 17, 2015Aug 17, 2015
Paul Richard VogelTampa, FlAug 17, 2015Aug 17, 2015
Roark Aaron YoungTampa, FlAug 17, 2015Aug 17, 2015
Thomas Francis HeinrichsTampa, FlAug 17, 2015Aug 18, 2015
Joel PostTampa, FlAug 24, 2015Oct 8, 2015
The rule
Registrations ended
Aug 14, 2015 to Aug 24, 2015
Registered next
Aug 14, 2015 to Oct 8, 2015
Branch state
FL
Cities
1, most in Tampa, Fl
Registered there that day
21 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape
Other teams out of J•• C•••••• A•••••••• L••Other teams into A••••••••• F•••••••• S•••••••• L••