DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left N••• C••••••••• for Z• A••••••• I•••••••••
BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Robert Zoellner | Boca Raton, Fl | Aug 2, 2024 | Aug 19, 2024 |
| David Robert Zoellner Jr | Boca Raton, Fl | Aug 2, 2024 | Aug 2, 2024 |
The rule
- Registrations ended
- Aug 2, 2024
- Registered next
- Aug 2, 2024 to Aug 19, 2024
- Branch state
- FL
- Cities
- 1, most in Boca Raton, Fl
- Registered there that day
- 64 (people still on IAPD; an estimate)
- Share of that headcount
- 3.1%
- Succession by the destination
- none on the tape