DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Patrick Maroney | Sarasota, Fl | Nov 6, 2019 | Nov 19, 2019 |
| Kelly Marie Mccloy | Lakewood Ranch, Fl | Nov 6, 2019 | Nov 1, 2019 |
| Sonia Kunal Patel | St Petersburg, Fl | Nov 6, 2019 | Nov 19, 2019 |
The rule
- Registrations ended
- Nov 6, 2019
- Registered next
- Nov 1, 2019 to Nov 19, 2019
- Branch state
- FL
- Cities
- 3, most in Lakewood Ranch, Fl
- Registered there that day
- 14,410 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape