DFX Intelligence

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Channel change (one enterprise)

29 advisors moved from W•••• F•••• A••••••• to W•••• F•••• A•••••••

Not a lift-out: the two CRDs file under the same business name, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Paul CostelloTampa, FlJul 5, 2023Oct 17, 2024
Christine CappsOrmond Beach, FlJul 13, 2023Jul 14, 2023
John Robert DemersOrlando, FlJul 13, 2023Jul 14, 2023
Jason HyrneJacksonville, FlJul 19, 2023Jul 20, 2023
Jeffrey Lincoln WyattJacksonville, FlJul 19, 2023Jul 20, 2023
Alek L WyattJacksonville, FlJul 20, 2023Jul 20, 2023
Andrew MonteroFort Myers, FlJul 20, 2023Aug 7, 2023
Kevin Bruce WolfFort Myers, FlJul 20, 2023Jul 21, 2023
Kevin Francis QuinnNaples, FlJul 20, 2023Jul 21, 2023
Kurt MaurilloFort Myers, FlJul 20, 2023Jul 20, 2023
Michael Scott SchafferNaples, FlJul 20, 2023Jul 20, 2023
Paul Frank LoprestiNaples, FlJul 20, 2023Jul 20, 2023
Scott MetzgerFort Myers, FlJul 20, 2023Jul 21, 2023
Anthony Edward GottschalkFort Myers, FlJul 21, 2023Jul 21, 2023
Brian Matthew WolfFort Myers, FlJul 21, 2023Jul 21, 2023
James A MurphyJacksonville, FlJul 21, 2023Jul 21, 2023
Scott MerhigeFort Myers, FlJul 21, 2023Jul 24, 2023
Sherry LopezNaples, FlJul 21, 2023Jul 21, 2023
Joseph KirbyJacksonville, FlJul 24, 2023Jul 24, 2023
Adri SenecalJacksonville, FlAug 3, 2023Aug 3, 2023
Alexander Blake IntriagoJacksonville, FlAug 3, 2023Aug 3, 2023
Louis WalshJacksonville, FlAug 3, 2023Aug 3, 2023
Thomas ForbesJacksonville, FlAug 3, 2023Aug 3, 2023
Barbara SchroederJacksonville, FlAug 4, 2023Aug 4, 2023
Jacqueline WoodsonJacksonville, FlAug 4, 2023Aug 4, 2023
Kip ZebroskiPonte Vedra Beach, FlAug 4, 2023Aug 7, 2023
Melissa DellaroccoPonte Vedra Beach, FlAug 4, 2023Aug 7, 2023
Terrell BeboutTallahassee, FlAug 4, 2023Aug 4, 2023
Thomas Allan KavanaughJacksonville, FlAug 4, 2023Aug 7, 2023
James Christopher HaeraCoral Gables, FlAug 14, 2023Aug 14, 2023
The rule
Registrations ended
Jul 5, 2023 to Aug 14, 2023
Registered next
Jul 14, 2023 to Oct 17, 2024
Branch state
FL
Cities
9, most in Jacksonville, Fl
Registered there that day
13,693 (people still on IAPD; an estimate)
Share of that headcount
0.2%
One enterprise because
the two CRDs file under the same business name
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into W•••• F•••• A•••••••