DFX Intelligence
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Team lift-out
2 advisors left K•••• M••••••••• for A• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael H Windle | Ponte Vedra Beach, Fl | Sep 1, 2020 | Sep 1, 2020 |
| Kyle Dean Whipple | Ponte Vedra Beach, Fl | Sep 3, 2020 | Sep 1, 2020 |
The rule
- Registrations ended
- Sep 1, 2020 to Sep 3, 2020
- Registered next
- Sep 1, 2020
- Branch state
- FL
- Cities
- 1, most in Ponte Vedra Beach, Fl
- Registered there that day
- 58 (people still on IAPD; an estimate)
- Share of that headcount
- 3.4%
- Succession by the destination
- none on the tape