DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left W•••• F•••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Patrick Ryan McdermottLand Olakes, FlMar 17, 2021Mar 12, 2021
Ronald James MayLand Olakes, FlMar 17, 2021Mar 12, 2021
Taylor May McdermottLand Olakes, FlMar 17, 2021Mar 12, 2021
Chabely Montes De Oca RiosMiami, FlMar 25, 2021Mar 22, 2021
The rule
Registrations ended
Mar 17, 2021 to Mar 25, 2021
Registered next
Mar 12, 2021 to Mar 22, 2021
Branch state
FL
Cities
2, most in Land Olakes, Fl
Registered there that day
14,324 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••