DFX Intelligence

RIA Intelligence

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Team lift-out

18 advisors left B• R•••• W••••• A•••••••• I••• for K••••• A••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Abbey Elizabeth LedouxBoca Raton, FlOct 30, 2024Oct 8, 2024
Changsheng ZhaoBoca Raton, FlOct 30, 2024Oct 1, 2024
Eric Lee LyonBoca Raton, FlOct 30, 2024Oct 1, 2024
Eric R CohenBoca Raton, FlOct 30, 2024Oct 17, 2024
Gustavo Aldolfo ChavesBoca Raton, FlOct 30, 2024Oct 16, 2024
John Thomas HollyBoca Raton, FlOct 30, 2024Oct 1, 2024
Keith Thomas ZdrowakOrlando, FlOct 30, 2024Oct 8, 2024
Kerry L HoffmanBoca Raton, FlOct 30, 2024Oct 1, 2024
Matthew Scott HarrisBoca Raton, FlOct 30, 2024Oct 1, 2024
Neil Robert BradieCoral Springs, FlOct 30, 2024Nov 12, 2024
Russell Edwin HermanBoca Raton, FlOct 30, 2024Oct 3, 2024
Sean Justin CaplenBoca Raton, FlOct 30, 2024Oct 1, 2024
Steven Jay MaurerBoca Raton, FlOct 30, 2024Oct 1, 2024
Willard Louis PughBoca Raton, FlOct 30, 2024Oct 1, 2024
William John BraunBoca Raton, FlOct 30, 2024Oct 3, 2024
William Thomas JohnsonBoca Raton, FlOct 30, 2024Oct 1, 2024
Yanbin ZhuBoca Raton, FlOct 30, 2024Oct 1, 2024
Edward John GrimpeMiami, FlOct 31, 2024Oct 8, 2024
The rule
Registrations ended
Oct 30, 2024 to Oct 31, 2024
Registered next
Oct 1, 2024 to Nov 12, 2024
Branch state
FL
Cities
4, most in Boca Raton, Fl
Registered there that day
317 (people still on IAPD; an estimate)
Share of that headcount
5.7%
Succession by the destination
none on the tape
Other teams out of B• R•••• W••••• A•••••••• I•••Other teams into K••••• A••••••• S•••••••• L••