DFX Intelligence
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Team lift-out
4 advisors left F•••• T•••• S••••••••• I••• for T••••• A••••••• S•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Danielle E Tieman | Bonita Springs, Fl | Nov 14, 2022 | Jan 3, 2023 |
| James Neal Beckman | Estero, Fl | Nov 14, 2022 | Nov 28, 2022 |
| Nanci Marie Spires | Estero, Fl | Nov 14, 2022 | Nov 28, 2022 |
| Rebecca Gruber | Naples, Fl | Nov 14, 2022 | Nov 18, 2022 |
The rule
- Registrations ended
- Nov 14, 2022
- Registered next
- Nov 18, 2022 to Jan 3, 2023
- Branch state
- FL
- Cities
- 3, most in Estero, Fl
- Registered there that day
- 675 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape