DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for S•••••• N••••••• • C••••••• I•••••••••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian De Souza | Boca Raton, Fl | Dec 13, 2023 | Dec 8, 2023 |
| James Austin Head | Tampa, Fl | Dec 19, 2023 | Oct 16, 2025 |
The rule
- Registrations ended
- Dec 13, 2023 to Dec 19, 2023
- Registered next
- Dec 8, 2023 to Oct 16, 2025
- Branch state
- FL
- Cities
- 2, most in Boca Raton, Fl
- Registered there that day
- 20,351 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape