DFX Intelligence
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Team lift-out
3 advisors left C•••••• S••••• • C••• I••• for J••• M••••• S••••••••• L••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Manuel Angel Ortiz Aquino | Winter Park, Fl | Jan 5, 2024 | Jan 29, 2024 |
| Michael William Miller | Winter Park, Fl | Jan 5, 2024 | Feb 7, 2024 |
| Anthony Wentzell | Winter Park, Fl | Jan 11, 2024 | Jul 8, 2024 |
The rule
- Registrations ended
- Jan 5, 2024 to Jan 11, 2024
- Registered next
- Jan 29, 2024 to Jul 8, 2024
- Branch state
- FL
- Cities
- 2, most in Winter Park, Fl
- Registered there that day
- 5,302 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape