DFX Intelligence
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Team lift-out
2 advisors left T••••• A••••••• S•••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Treasa Anne Smith | Ponte Vedra Beach, Fl | Mar 15, 2024 | Nov 25, 2024 |
| Tiffany Lavonne Kramer | Orange Park, Fl | Mar 18, 2024 | Nov 25, 2025 |
The rule
- Registrations ended
- Mar 15, 2024 to Mar 18, 2024
- Registered next
- Nov 25, 2024 to Nov 25, 2025
- Branch state
- FL
- Cities
- 2, most in Ponte Vedra Beach, Fl
- Registered there that day
- 1,836 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape