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
3 advisors left M••••• S•••••• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Lynn Theriault | Punta Gorda, Fl | Sep 10, 2018 | Sep 10, 2018 |
| Dawnna Darlene Wilson | Punta Gorda, Fl | Sep 10, 2018 | Sep 12, 2018 |
| Arturo Montemayor | Miami, Fl | Sep 13, 2018 | May 18, 2020 |
The rule
- Registrations ended
- Sep 10, 2018 to Sep 13, 2018
- Registered next
- Sep 10, 2018 to May 18, 2020
- Branch state
- FL
- Cities
- 2, most in Punta Gorda, Fl
- Registered there that day
- 14,672 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape