DFX Intelligence
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Team lift-out
5 advisors left K•••• M••••••••• for T••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clellan Vance Hyatt | Ponte Vedra Beach, Fl | Aug 1, 2022 | Jul 1, 2022 |
| Jennifer Kristie Taylor | Ponte Vedra Beach, Fl | Aug 1, 2022 | Jul 3, 2022 |
| John Edward Moriarty | Ponte Vedra Beach, Fl | Aug 1, 2022 | Jul 1, 2022 |
| Joshua Mark Huard | Ponte Vedra Beach, Fl | Aug 1, 2022 | Jul 3, 2022 |
| Kyle Jason Robarge | Ponte Vedra Beach, Fl | Aug 1, 2022 | Jul 3, 2022 |
The rule
- Registrations ended
- Aug 1, 2022
- Registered next
- Jul 1, 2022 to Jul 3, 2022
- Branch state
- FL
- Cities
- 1, most in Ponte Vedra Beach, Fl
- Registered there that day
- 57 (people still on IAPD; an estimate)
- Share of that headcount
- 8.8%
- Succession by the destination
- none on the tape