DFX Intelligence

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Team lift-out

4 advisors left F•••• T•••• S••••••••• I••• for M••••• S••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Ana Tereza MunroNaples, FlAug 9, 2021Aug 6, 2021
Keith William PhilippiMarco Island, FlAug 9, 2021Aug 6, 2021
Sara Marie JonesMarco Island, FlAug 9, 2021Aug 6, 2021
Diego F WanderleyMarco Island, FlAug 12, 2021Aug 9, 2021
The rule
Registrations ended
Aug 9, 2021 to Aug 12, 2021
Registered next
Aug 6, 2021 to Aug 9, 2021
Branch state
FL
Cities
2, most in Marco Island, Fl
Registered there that day
705 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape
Other teams out of F•••• T•••• S••••••••• I•••Other teams into M••••• S••••••