DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left K•••• M••••••••• for A••••••• W••••• A•••••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bernard Philip McveyPonte Vedra Beach, FlSep 30, 2022Aug 16, 2022
Brian Alan AkersPonte Vedra Beach, FlSep 30, 2022Aug 16, 2022
Jason James MosherPonte Vedra Beach, FlSep 30, 2022Aug 17, 2022
Jeffery Larry AkersPonte Vedra Beach, FlSep 30, 2022Aug 16, 2022
Thomas Michael BaerCelebration, FlSep 30, 2022Sep 27, 2022
Zachary Taylor ZimcoskyPonte Vedra Beach, FlSep 30, 2022Aug 16, 2022
The rule
Registrations ended
Sep 30, 2022
Registered next
Aug 16, 2022 to Sep 27, 2022
Branch state
FL
Cities
2, most in Ponte Vedra Beach, Fl
Registered there that day
21 (people still on IAPD; an estimate)
Share of that headcount
33%
Succession by the destination
none on the tape
Other teams out of K•••• M•••••••••Other teams into A••••••• W••••• A•••••••