DFX Intelligence
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Team lift-out
6 advisors left M••••• S•••••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Joseph Winkler | Boca Raton, Fl | Sep 4, 2018 | Aug 31, 2018 |
| Mark Mccoy Barber | Boca Raton, Fl | Sep 4, 2018 | Aug 31, 2018 |
| Matthew Timothy Shafer | Boca Raton, Fl | Sep 4, 2018 | Sep 10, 2018 |
| Edward Kleinman | West Palm Beach, Fl | Sep 17, 2018 | Sep 18, 2018 |
| Patricia Lynn Sans | West Palm Beach, Fl | Sep 17, 2018 | Sep 20, 2018 |
| Seraphim M Rine | West Palm Beach, Fl | Sep 17, 2018 | Sep 17, 2018 |
The rule
- Registrations ended
- Sep 4, 2018 to Sep 17, 2018
- Registered next
- Aug 31, 2018 to Sep 20, 2018
- Branch state
- FL
- Cities
- 2, most in Boca Raton, Fl
- Registered there that day
- 14,676 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape