DFX Intelligence
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Team lift-out
3 advisors left G•• S••••••••• I••• for P••••••••• S••••••••• C•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donna Pierce Webb | Palm Beach Gardens, Fl | Nov 8, 2024 | Nov 8, 2024 |
| Robert E. Laine | Palm Beach Gardens, Fl | Nov 8, 2024 | Nov 10, 2024 |
| Thomas Alexander Ely | Palm Beach Gardens, Fl | Nov 8, 2024 | Nov 13, 2024 |
The rule
- Registrations ended
- Nov 8, 2024
- Registered next
- Nov 8, 2024 to Nov 13, 2024
- Branch state
- FL
- Cities
- 1, most in Palm Beach Gardens, Fl
- Registered there that day
- 416 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape