DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for C•••••••• G••••• M•••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Diane Finch | Boca Raton, Fl | Jul 12, 2023 | Sep 8, 2023 |
| Liset J Confortti Yanes | Miami, Fl | Jul 20, 2023 | Sep 12, 2023 |
The rule
- Registrations ended
- Jul 12, 2023 to Jul 20, 2023
- Registered next
- Sep 8, 2023 to Sep 12, 2023
- Branch state
- FL
- Cities
- 2, most in West Palm Beach, Fl
- Registered there that day
- 19,749 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape