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 P••••••• W••••• P••••••• for C••••••••• F••••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jenee C Peters | Tampa, Fl | Dec 11, 2017 | Jul 31, 2018 |
| Ryan Allen Frankel | Tampa, Fl | Dec 12, 2017 | Apr 30, 2018 |
The rule
- Registrations ended
- Dec 11, 2017 to Dec 12, 2017
- Registered next
- Apr 30, 2018 to Jul 31, 2018
- Branch state
- FL
- Cities
- 1, most in Tampa, Fl
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape