DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jeffrey KlatzkoPalm Beach Gardens, FlJun 13, 2016May 17, 2016
David Joseph TariSarasota, FlJun 23, 2016Jun 23, 2016
James Michael BarryBoca Raton, FlJun 30, 2016Jun 3, 2016
Michele NovothBoca Raton, FlJun 30, 2016Jun 6, 2016
Patricia Grace BarryBoca Raton, FlJun 30, 2016Jun 3, 2016
The rule
Registrations ended
Jun 13, 2016 to Jun 30, 2016
Registered next
May 17, 2016 to Jun 23, 2016
Branch state
FL
Cities
3, most in Boca Raton, Fl
Registered there that day
13,732 (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 M•••••• L••••• P•••••• F••••• • S•••• I•••••••••