DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left W•••• F•••• A••••••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Christina O'NeillTarpon Springs, FlJul 27, 2022Aug 8, 2022
Pamela FinewoodTarpon Springs, FlJul 27, 2022Aug 8, 2022
Richard Aaron KingBoca Raton, FlAug 10, 2022Sep 1, 2022
The rule
Registrations ended
Jul 27, 2022 to Aug 10, 2022
Registered next
Aug 8, 2022 to Sep 1, 2022
Branch state
FL
Cities
2, most in Tarpon Springs, Fl
Registered there that day
14,000 (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 J••• M••••• S••••••••• L••