DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left G••••• F•••••••• P•••••• C••••••• I••• for A• W••••• M••••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Trey Robert HolmanSarasota, FlAug 14, 2018Aug 14, 2018
Brett Ryan BurzynskiSarasota, FlAug 17, 2018Aug 17, 2018
Walter Louis BurzynskiSarasota, FlAug 17, 2018Aug 17, 2018
Robert L DodaroSarasota, FlAug 31, 2018Sep 4, 2018
Landon Mcrae RandallSarasota, FlSep 5, 2018Sep 6, 2018
Joseph William HopkinsSarasota, FlSep 6, 2018Sep 6, 2018
Sharon Beth EvansSarasota, FlSep 11, 2018Sep 11, 2018
The rule
Registrations ended
Aug 14, 2018 to Sep 11, 2018
Registered next
Aug 14, 2018 to Sep 11, 2018
Branch state
FL
Cities
1, most in Sarasota, Fl
Registered there that day
130 (people still on IAPD; an estimate)
Share of that headcount
5.4%
Succession by the destination
none on the tape
Other teams out of G••••• F•••••••• P•••••• C••••••• I•••Other teams into A• W••••• M••••••••• L••