DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left O•••• F•• I••• for C••••••••• F•••••••• N••••••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
James D NeelJacksonville, FlMar 1, 2023Mar 2, 2023
Michael Anthony CirinoJacksonville, FlMar 1, 2023Mar 3, 2023
Michael David SullumBoynton Beach, FlMar 1, 2023Mar 2, 2023
Nathan F RogeroJacksonville, FlMar 1, 2023Mar 7, 2023
Bruce Tower SchillingJacksonville, FlMar 2, 2023Mar 9, 2023
Rebecca Lynn KauffmanMaitland, FlMar 2, 2023Mar 2, 2023
Stephen Charles CefaluJacksonville, FlMar 2, 2023Mar 2, 2023
Stuart Henry FarbMaitland, FlMar 2, 2023Mar 3, 2023
Alexander P HarrisonJacksonville, FlMar 13, 2023Mar 2, 2023
The rule
Registrations ended
Mar 1, 2023 to Mar 13, 2023
Registered next
Mar 2, 2023 to Mar 9, 2023
Branch state
FL
Cities
3, most in Jacksonville, Fl
Registered there that day
1,070 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
none on the tape
Other teams out of O•••• F•• I•••Other teams into C••••••••• F•••••••• N••••••