DFX Intelligence

RIA 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
AdvisorBranchLeftRegistered
David Ashley MarshallCoral Gables, FlSep 16, 2021Sep 13, 2021
Adrian LorenzoCoral Gables, FlSep 23, 2021Sep 23, 2021
David Louis BurgCoral Gables, FlSep 23, 2021Sep 21, 2021
The rule
Registrations ended
Sep 16, 2021 to Sep 23, 2021
Registered next
Sep 13, 2021 to Sep 23, 2021
Branch state
FL
Cities
1, most in Coral Gables, Fl
Registered there that day
14,109 (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••