DFX Intelligence
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Team lift-out
2 advisors left W••• M•••• M••••••••• I••• for C••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paul Brian Wolf | Jupiter, Fl | Oct 20, 2023 | Aug 7, 2023 |
| Steven Andrew Wolf | Palm Coast, Fl | Oct 20, 2023 | Aug 8, 2023 |
The rule
- Registrations ended
- Oct 20, 2023
- Registered next
- Aug 7, 2023 to Aug 8, 2023
- Branch state
- FL
- Cities
- 2, most in Palm Coast, Fl
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape