DFX Intelligence

RIA Intelligence

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Team lift-out

11 advisors left W•••• F•••• A••••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Douglas Allen DrayTarpon Springs, FlApr 12, 2021Apr 6, 2021
David V BarbitoMiami, FlApr 21, 2021Apr 24, 2021
Gabriela F BiasBoca Raton, FlApr 23, 2021Apr 6, 2022
Gustavo PecegoMiami, FlApr 23, 2021Apr 21, 2021
Halle MacerelliSarasota, FlApr 28, 2021Jun 8, 2021
Kristin D De BoisblancGulf Breeze, FlMay 5, 2021Aug 2, 2021
Carlos R Ferreira LimaMiami, FlMay 6, 2021Apr 21, 2021
Frank N WilsonTarpon Springs, FlMay 19, 2021Jun 3, 2021
Lisa Sinclair WilsonTarpon Springs, FlMay 19, 2021Jun 9, 2021
Arturo MontemayorMiami, FlMay 24, 2021Sep 20, 2021
Cameron SmithPensacola, FlMay 28, 2021May 25, 2021
The rule
Registrations ended
Apr 12, 2021 to May 28, 2021
Registered next
Apr 6, 2021 to Apr 6, 2022
Branch state
FL
Cities
6, most in Miami, Fl
Registered there that day
14,293 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into M•••••• L••••• P•••••• F••••• • S•••• I•••••••••