DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left F•••••• F•••••••• A•••••••• L•• for E•••••• F•••••••• P••••••• A•• W••••• M•••••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Carter Jay BowmanSaint Petersburg, FlSep 19, 2024Nov 7, 2024
Christopher Joseph AthensTampa, FlSep 19, 2024Aug 29, 2024
Dillon Joseph NemethSaint Petersburg, FlSep 19, 2024Aug 29, 2024
Hunter Paul MillsSaint Petersburg, FlSep 19, 2024Nov 7, 2024
William James OhmeSaint Petersburg, FlSep 19, 2024Nov 7, 2024
William LichotaSaint Petersburg, FlSep 19, 2024Nov 7, 2024
The rule
Registrations ended
Sep 19, 2024
Registered next
Aug 29, 2024 to Nov 7, 2024
Branch state
FL
Cities
2, most in Saint Petersburg, Fl
Registered there that day
353 (people still on IAPD; an estimate)
Share of that headcount
1.7%
Succession by the destination
none on the tape
Other teams out of F•••••• F•••••••• A•••••••• L••Other teams into E•••••• F•••••••• P••••••• A•• W••••• M•••••••••