DFX Intelligence
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Team lift-out
9 advisors left F•••••••• E••••• S•••••••• I••• for L••••••• S••••••••• C••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert John Kosty | Ocala, Fl | Oct 29, 2018 | Oct 28, 2018 |
| Kevin John Hackett | Jacksonville, Fl | Oct 30, 2018 | Oct 29, 2018 |
| Karen Marie Obrien | Ocala, Fl | Oct 31, 2018 | Oct 31, 2018 |
| Carlos D Hernandez | Ocala, Fl | Nov 1, 2018 | Nov 5, 2018 |
| Alan Bart Mcclure | Ocala, Fl | Nov 5, 2018 | Dec 6, 2018 |
| Gerald Jeffry Plachta | Jacksonville, Fl | Nov 5, 2018 | Nov 19, 2018 |
| Matthew Baird Trenchard | Ocala, Fl | Nov 6, 2018 | Nov 7, 2018 |
| Steven Roger Cross | Ocala, Fl | Nov 6, 2018 | Nov 16, 2018 |
| Robert Phillip Wolf | Ocala, Fl | Nov 8, 2018 | Nov 5, 2018 |
The rule
- Registrations ended
- Oct 29, 2018 to Nov 8, 2018
- Registered next
- Oct 28, 2018 to Dec 6, 2018
- Branch state
- FL
- Cities
- 2, most in Ocala, Fl
- Registered there that day
- 39 (people still on IAPD; an estimate)
- Share of that headcount
- 23%
- Succession by the destination
- none on the tape