DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M••••• S•••••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Angela Michelle FettikPonte Vedra Beach, FlJun 10, 2020Jun 8, 2020
Brad Samuel RudePonte Vedra Beach, FlJun 10, 2020Jun 8, 2020
Leif David OlsonSarasota, FlJun 18, 2020Jun 12, 2020
Gregg Allen EmchWinter Park, FlJun 29, 2020Jun 29, 2020
The rule
Registrations ended
Jun 10, 2020 to Jun 29, 2020
Registered next
Jun 8, 2020 to Jun 29, 2020
Branch state
FL
Cities
3, most in Ponte Vedra Beach, Fl
Registered there that day
16,159 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into W•••• F•••• A•••••••