DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Nicholas Abeles | North Palm Beach, Fl | Jan 20, 2015 | Jan 23, 2015 |
| Katherine Helen Roulston | Land Olakes, Fl | Feb 3, 2015 | Feb 17, 2015 |
The rule
- Registrations ended
- Jan 20, 2015 to Feb 3, 2015
- Registered next
- Jan 23, 2015 to Feb 17, 2015
- Branch state
- FL
- Cities
- 2, most in North Palm Beach, Fl
- Registered there that day
- 12,651 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape