DFX Intelligence
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Team lift-out
3 advisors left T••••• A••••••• S•••••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Joseph Manuel | Palm Beach, Fl | Jan 4, 2023 | Mar 9, 2023 |
| Adam Michael Callender | Ponte Vedra, Fl | Jan 18, 2023 | Jan 19, 2023 |
| Matthew Jackson | St Augustine, Fl | Jan 18, 2023 | Jan 19, 2023 |
The rule
- Registrations ended
- Jan 4, 2023 to Jan 18, 2023
- Registered next
- Jan 19, 2023 to Mar 9, 2023
- Branch state
- FL
- Cities
- 3, most in Palm Beach, Fl
- Registered there that day
- 1,848 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape