DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| John Everett Kerr | Boca Raton, Fl | Mar 24, 2021 | Feb 25, 2021 |
| Gene Steinberg | Tampa, Fl | Apr 6, 2021 | Oct 17, 2022 |
The rule
- Registrations ended
- Mar 24, 2021 to Apr 6, 2021
- Registered next
- Feb 25, 2021 to Oct 17, 2022
- Branch state
- FL
- Cities
- 2, most in Boca Raton, Fl
- Registered there that day
- 16,896 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape