DFX Intelligence
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Team lift-out
2 advisors left L•••••• I••••••••• for C•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Franklin Caplinger | Englewood, Fl | Oct 16, 2024 | Jun 4, 2024 |
| Deidre Mae Fernald | Palm Beach Gardens, Fl | Oct 24, 2024 | Jul 24, 2020 |
The rule
- Registrations ended
- Oct 16, 2024 to Oct 24, 2024
- Registered next
- Jul 24, 2020 to Jun 4, 2024
- Branch state
- FL
- Cities
- 2, most in Fort Myers, Fl
- Registered there that day
- 876 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape