DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for V•••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Timothy Scott Mohns | Naples, Fl | Oct 16, 2024 | Oct 14, 2024 |
| Jeffery Dean Haller | Naples, Fl | Oct 18, 2024 | Oct 15, 2024 |
The rule
- Registrations ended
- Oct 16, 2024 to Oct 18, 2024
- Registered next
- Oct 14, 2024 to Oct 15, 2024
- Branch state
- FL
- Cities
- 1, most in Naples, Fl
- Registered there that day
- 5,604 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape