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
4 advisors left W•••• F•••• A••••••• for T••••• A••••••• S•••••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Shirley Lopez | Weston, Fl | Aug 18, 2022 | Sep 20, 2022 |
| Kelly Patterson Cook | Tarpon Springs, Fl | Aug 25, 2022 | Aug 30, 2022 |
| Patrick Moore Johnson | Tarpon Springs, Fl | Aug 25, 2022 | Sep 30, 2022 |
The rule
- Registrations ended
- Aug 18, 2022 to Aug 25, 2022
- Registered next
- Aug 30, 2022 to Sep 30, 2022
- Branch state
- FL
- Cities
- 2, most in Tarpon Springs, Fl
- Registered there that day
- 13,996 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape