DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left W•••• F•••• A••••••• for A••••••••• F•••••••• S•••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Jamie Rae RubensteinPalm Beach Gardens, FlSep 8, 2021Sep 8, 2021
Jesse M MilesBoca Raton, FlSep 8, 2021Sep 1, 2021
Lee Michael TurmailBoca Raton, FlSep 8, 2021Sep 1, 2021
Joseph BrunoDaytona Beach, FlSep 15, 2021Apr 13, 2026
Bruce Richard OlsonDaytona Beach, FlSep 20, 2021Sep 13, 2021
The rule
Registrations ended
Sep 8, 2021 to Sep 20, 2021
Registered next
Sep 1, 2021 to Apr 13, 2026
Branch state
FL
Cities
3, most in Boca Raton, Fl
Registered there that day
14,140 (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 A••••••••• F•••••••• S•••••••• L••