DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left A••••••••• F•••••••• S•••••••• L•• for W•••• F•••• A•••••••

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jason James InnocentiEstero, FlJun 16, 2023Jun 15, 2023
Joseph Anthony SiragusaEstero, FlJun 20, 2023Jun 15, 2023
Leonard Charles LoeschEstero, FlJun 21, 2023Jun 16, 2023
Patrick Timothy MonahanEstero, FlJun 21, 2023Jun 16, 2023
The rule
Registrations ended
Jun 16, 2023 to Jun 21, 2023
Registered next
Jun 15, 2023 to Jun 16, 2023
Branch state
FL
Cities
1, most in Estero, Fl
Registered there that day
10,854 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of A••••••••• F•••••••• S•••••••• L••Other teams into W•••• F•••• A•••••••