DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left W•••• F•••• A••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Mccausland | Winter Park, Fl | Mar 19, 2024 | Mar 11, 2024 |
| Charles Lawrence Goldman | Palm Beach Gardens, Fl | Apr 2, 2024 | Mar 22, 2024 |
| Lawrence Charles Napp | Aventura, Fl | Apr 2, 2024 | Mar 25, 2024 |
The rule
- Registrations ended
- Mar 19, 2024 to Apr 2, 2024
- Registered next
- Mar 11, 2024 to Mar 25, 2024
- Branch state
- FL
- Cities
- 3, most in Winter Park, Fl
- Registered there that day
- 13,681 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape