DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left S••••••• I••••••••• I••• for L•••••• I•••••••••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Deborah Edelle JamesGainesville, FlMar 14, 2016Mar 14, 2016
Larry Fredrik SokolowTallahassee, FlMar 14, 2016Mar 14, 2016
Aaron Michael CheesmanTallahassee, FlMar 15, 2016Mar 14, 2016
Kevin Marc SokolowTallahassee, FlMar 15, 2016Mar 14, 2016
Michael Paul LeatzowTallahassee, FlMar 15, 2016Mar 14, 2016
The rule
Registrations ended
Mar 14, 2016 to Mar 15, 2016
Registered next
Mar 14, 2016
Branch state
FL
Cities
2, most in Tallahassee, Fl
Registered there that day
493 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
a succession within a year (Aug 3, 2015), not necessarily this firm
Other teams out of S••••••• I••••••••• I•••Other teams into L•••••• I•••••••••