DFX 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
3 advisors left S•••••••• C•••••• A•••••••• L•• for R••••••••• C•••••• M•••••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Jason Avergon | Wellington, Fl | Jun 30, 2022 | Jun 13, 2022 |
| Christopher Lee Fineburg | Wellington, Fl | Jun 30, 2022 | Jun 2, 2022 |
| Corey Tiller | Wellington, Fl | Jun 30, 2022 | Jul 21, 2022 |
| Jarrett Todd Bostwick | Wellington, Fl | Jun 30, 2022 | Jun 1, 2022 |
The rule
- Registrations ended
- Jun 30, 2022
- Registered next
- Jun 1, 2022 to Jul 21, 2022
- Branch state
- FL
- Cities
- 1, most in Wellington, Fl
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 23%
- Succession by the destination
- none on the tape