DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barbara Jean Blacklock | Boca Raton, Fl | May 14, 2024 | Apr 19, 2024 |
| Joel Howard Kaplan | Boca Raton, Fl | May 22, 2024 | May 16, 2024 |
The rule
- Registrations ended
- May 14, 2024 to May 22, 2024
- Registered next
- Apr 19, 2024 to May 16, 2024
- Branch state
- FL
- Cities
- 1, most in Boca Raton, Fl
- Registered there that day
- 13,627 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape