DFX Intelligence
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Team lift-out
2 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patricia Yager | Jacksonville, Fl | Sep 4, 2024 | Jun 30, 2025 |
| Daniela Larrotta Bonilla | Clearwater, Fl | Sep 18, 2024 | Oct 22, 2024 |
The rule
- Registrations ended
- Sep 4, 2024 to Sep 18, 2024
- Registered next
- Oct 22, 2024 to Jun 30, 2025
- Branch state
- FL
- Cities
- 2, most in Jacksonville, Fl
- Registered there that day
- 14,261 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape