DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Ryan Allen RoySt Petersburg, FlOct 3, 2024Sep 30, 2024
Steven Thomas LaesserSaint Petersburg, FlOct 3, 2024Jan 1, 2025
Logan Patrick WolfSt Petersburg, FlOct 4, 2024Oct 1, 2024
Michael David CollinsSaint Petersburg, FlOct 4, 2024Sep 30, 2024
Robert Vincent TorrisSt Petersburg, FlOct 4, 2024Sep 30, 2024
Gary Patrick HummelSt Petersburg, FlOct 7, 2024Oct 2, 2024
James Barrett SpicerSt Petersburg, FlOct 7, 2024Sep 30, 2024
Mark Alan WolfSt Petersburg, FlOct 7, 2024Oct 1, 2024
David Leonard ZaccagninoSt Petersburg, FlOct 9, 2024Jan 1, 2025
The rule
Registrations ended
Oct 3, 2024 to Oct 9, 2024
Registered next
Sep 30, 2024 to Jan 1, 2025
Branch state
FL
Cities
2, most in St Petersburg, Fl
Registered there that day
5,632 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into L•• F•••••••• L••