DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

15 advisors left C•••••••• F•••••••• G•••• A••••••• for K••••• A••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Winfield AllenMelbourne, FlFeb 14, 2022Feb 3, 2022
Robert Byron WilliamsOrlando, FlFeb 14, 2022Feb 23, 2022
Austen Andrew-Phillip JacksOrlando, FlFeb 25, 2022Feb 9, 2022
Brent J RamseyMelbourne, FlFeb 25, 2022Feb 2, 2022
Cindy Elaine FowlerOrlando, FlFeb 25, 2022Feb 14, 2022
Daniel Alan CoursonMelbourne, FlFeb 25, 2022Feb 9, 2022
Daniel Scott LaforestOrlando, FlFeb 25, 2022Feb 17, 2022
John Thomas KeeneyOrlando, FlFeb 25, 2022Feb 3, 2022
Keith Alan MooreMelbourne, FlFeb 25, 2022Feb 14, 2022
Michael Douglas AllenMelbourne, FlFeb 25, 2022Feb 9, 2022
Mitchell William AllenOrlando, FlFeb 25, 2022Feb 2, 2022
Silvia Marcela Linares-WilliamsOrlando, FlFeb 25, 2022Feb 24, 2022
Stephen Lugo YoungMelbourne, FlFeb 25, 2022Feb 14, 2022
Suzanne Maureen StopaOrlando, FlFeb 25, 2022Feb 2, 2022
Terry James GeorgeOrlando, FlFeb 25, 2022Jan 31, 2022
The rule
Registrations ended
Feb 14, 2022 to Feb 25, 2022
Registered next
Jan 31, 2022 to Feb 24, 2022
Branch state
FL
Cities
2, most in Orlando, Fl
Registered there that day
296 (people still on IAPD; an estimate)
Share of that headcount
5.1%
Succession by the destination
none on the tape
Other teams out of C•••••••• F•••••••• G•••• A•••••••Other teams into K••••• A••••••• S•••••••• L••