DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left J• W• C••• A•••••••• I••• for C•••••••• C•••••• W••••• M••••••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrea Lee WolfeTampa, FlMar 8, 2016Mar 8, 2016
Charles Marion FettersTampa, FlMar 8, 2016Mar 8, 2016
Corrin Gibbs BurkeTampa, FlMar 8, 2016Mar 8, 2016
The rule
Registrations ended
Mar 8, 2016
Registered next
Mar 8, 2016
Branch state
FL
Cities
1, most in Tampa, Fl
Registered there that day
159 (people still on IAPD; an estimate)
Share of that headcount
1.9%
Succession by the destination
none on the tape
Other teams out of J• W• C••• A•••••••• I•••Other teams into C•••••••• C•••••• W••••• M••••••••• L••