DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left T••••• A••••••• S•••••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rebecca Jill Gore | Sarasota, Fl | Sep 29, 2023 | Dec 12, 2023 |
| Brittany Priya Toolsie | Tampa, Fl | Oct 10, 2023 | Dec 5, 2023 |
| Salvatore Di Benedetto | Naples, Fl | Oct 10, 2023 | May 28, 2025 |
The rule
- Registrations ended
- Sep 29, 2023 to Oct 10, 2023
- Registered next
- Dec 5, 2023 to May 28, 2025
- Branch state
- FL
- Cities
- 3, most in Sarasota, Fl
- Registered there that day
- 1,884 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape