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 G••••• F•••••••• P•••••• C••••••• I••• for A••••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Steven Pickett | Sarasota, Fl | Dec 17, 2019 | Jan 14, 2020 |
| Nicholas Reno Carcione | Sarasota, Fl | Dec 17, 2019 | Dec 26, 2019 |
The rule
- Registrations ended
- Dec 17, 2019
- Registered next
- Dec 26, 2019 to Jan 14, 2020
- Branch state
- FL
- Cities
- 1, most in Sarasota, Fl
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- none on the tape