DFX Intelligence

RIA Intelligence

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Team lift-out

8 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
AdvisorBranchLeftRegistered
Nicholas Hayden GillespieSaint Augustine, FlMay 17, 2024May 15, 2024
Brad Coleman MelvinSaint Augustine, FlMay 20, 2024May 15, 2024
Amber Russell BennettPonte Vedra Beach, FlMay 21, 2024May 17, 2024
Melissa Eckart ChurchwellSt Augustine, FlMay 21, 2024May 15, 2024
Christopher Howard SivleyPonte Vedra Beach, FlMay 23, 2024May 15, 2024
Jamie Morris RowellSt Augustine, FlMay 23, 2024May 15, 2024
Matthew Aaron TurnerPonte Vedra Beach, FlMay 24, 2024May 15, 2024
Wesley James ThomasJacksonville, FlMay 29, 2024May 15, 2024
The rule
Registrations ended
May 17, 2024 to May 29, 2024
Registered next
May 15, 2024 to May 17, 2024
Branch state
FL
Cities
4, most in Ponte Vedra Beach, Fl
Registered there that day
1,832 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of T••••• A••••••• S•••••••• I•••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••