DFX Intelligence

RIA Intelligence

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Team lift-out

10 advisors left L•••••• W••••• M••••••••• L•• for I•••••• W••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Joseph KroneNaples, FlAug 4, 2023Jul 28, 2023
Craig Daniel PriceNaples, FlAug 4, 2023Aug 29, 2023
Jenee C PetersTrinity, FlAug 4, 2023Jul 21, 2023
John CiminoNaples, FlAug 4, 2023Jul 17, 2023
Laurence Elliott HulbertNaples, FlAug 4, 2023Jul 14, 2023
Mackenzie C RickmanNaples, FlAug 4, 2023Jul 14, 2023
Nancy ZehrStuart, FlAug 4, 2023Jul 11, 2023
Nelson PereiraNaples, FlAug 4, 2023Jul 17, 2023
Sean D McveyNaples, FlAug 4, 2023Jul 14, 2023
The rule
Registrations ended
Aug 4, 2023
Registered next
Jul 11, 2023 to Sep 7, 2023
Branch state
FL
Cities
3, most in Naples, Fl
Registered there that day
29 (people still on IAPD; an estimate)
Share of that headcount
34%
Succession by the destination
none on the tape
Other teams out of L•••••• W••••• M••••••••• L••Other teams into I•••••• W••••• L••