DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left G•• S••••••••• I••• for C••••••• W••••• M••••••••• L••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Garrett Travis John RonningPalm Beach Gardens, FlApr 16, 2024Apr 23, 2024
Quan Dat Anh NguyenPalm Beach Gardens, FlApr 16, 2024Apr 19, 2024
Coleman Crawford DavisPalm Beach Gardens, FlApr 17, 2024Apr 19, 2024
Daniel Joseph WeathertonPalm Beach Gardens, FlApr 18, 2024Apr 19, 2024
Korosh AtaeiPalm Beach Gardens, FlApr 19, 2024Apr 19, 2024
Rayce NunleyPalm Beach Gardens, FlApr 19, 2024Apr 19, 2024
Zachery RothPalm Beach Gardens, FlApr 19, 2024Apr 19, 2024
The rule
Registrations ended
Apr 16, 2024 to Apr 19, 2024
Registered next
Apr 19, 2024 to Apr 23, 2024
Branch state
FL
Cities
1, most in Palm Beach Gardens, Fl
Registered there that day
420 (people still on IAPD; an estimate)
Share of that headcount
1.9%
Succession by the destination
none on the tape
Other teams out of G•• S••••••••• I•••Other teams into C••••••• W••••• M••••••••• L••