DFX Intelligence
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Team lift-out
2 advisors left M•••• C••••••• A••••••• S•••••• for G••••••• C••••••• I•••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Ludwig | Palm Beach Gardens, Fl | Dec 15, 2022 | Jan 1, 2025 |
| Nicholas Edward Whitmer | Palm Beach Gardens, Fl | Dec 15, 2022 | Oct 28, 2022 |
The rule
- Registrations ended
- Dec 15, 2022
- Registered next
- Oct 28, 2022 to Jan 1, 2025
- Branch state
- FL
- Cities
- 1, most in Palm Beach Gardens, Fl
- Registered there that day
- 364 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape