DFX Intelligence

RIA Intelligence

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Team lift-out

11 advisors left I••••• F•••••••• C••••••••• for L•• F•••••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Carl David NewtonWest Palm Beach, FlNov 16, 2017Nov 16, 2017
Celeste Kathleen ByersMaitland, FlNov 16, 2017Nov 17, 2017
Dennis Roger NolteWinter Garden, FlNov 16, 2017Nov 16, 2017
James Ray ZickStuart, FlNov 16, 2017Nov 16, 2017
Keith J GilmourStuart, FlNov 16, 2017Nov 15, 2017
Louis Anthony CapezzaPort St Lucie, FlNov 16, 2017Nov 15, 2017
Peter John LoweryWinter Park, FlNov 16, 2017Nov 15, 2017
Ronald Dionisio BalitonPort St Lucie, FlNov 16, 2017Nov 15, 2017
Steven Scott ComptonMelbourne, FlNov 16, 2017Nov 17, 2017
Tobias Allan MeekWinter Park, FlNov 16, 2017Jan 22, 2018
Todd Jonathan FeintuchWinter Park, FlNov 16, 2017Feb 5, 2018
The rule
Registrations ended
Nov 16, 2017
Registered next
Nov 15, 2017 to Feb 5, 2018
Branch state
FL
Cities
7, most in Winter Park, Fl
Registered there that day
592 (people still on IAPD; an estimate)
Share of that headcount
1.9%
Succession by the destination
none on the tape
Other teams out of I••••• F•••••••• C•••••••••Other teams into L•• F•••••••• L••