DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left T••••• A••••••• S•••••••• I••• for S•••••• S••••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Edward MontalbanoPort Charlotte, FlJun 19, 2019Jun 14, 2019
James Albert MeironArcadia, FlJun 19, 2019Jun 24, 2019
Jeffrey Dean ParksClearwater, FlJun 19, 2019Jun 14, 2019
Keith William GarnerTampa, FlJun 19, 2019Jun 14, 2019
Wade Vincent KrempelNaples, FlJun 19, 2019Jun 14, 2019
Joanne Gibson JohnsonPort Charlotte, FlJun 20, 2019Jun 18, 2019
Tonya Kropoff SextonFort Myers, FlJun 20, 2019Jun 24, 2019
The rule
Registrations ended
Jun 19, 2019 to Jun 20, 2019
Registered next
Jun 14, 2019 to Jun 24, 2019
Branch state
FL
Cities
6, most in Port Charlotte, Fl
Registered there that day
956 (people still on IAPD; an estimate)
Share of that headcount
0.7%
Succession by the destination
none on the tape
Other teams out of T••••• A••••••• S•••••••• I•••Other teams into S•••••• S••••••••• I•••