DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left L•• F•••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Colin Thomas GrayOrmond Beach, FlApr 25, 2018Apr 20, 2018
Edwin Keith JonesPort Orange, FlApr 25, 2018Apr 20, 2018
Elias James ChaikinOrmond Beach, FlApr 25, 2018Apr 20, 2018
Karrie Grigat HarmanPort Orange, FlApr 27, 2018Apr 23, 2018
William Arthur GrigatPort Orange, FlApr 27, 2018Apr 17, 2018
Richard Eugene HarmanPort Orange, FlMay 2, 2018Apr 17, 2018
The rule
Registrations ended
Apr 25, 2018 to May 2, 2018
Registered next
Apr 17, 2018 to Apr 23, 2018
Branch state
FL
Cities
2, most in Port Orange, Fl
Registered there that day
7,801 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of L•• F•••••••• L••Other teams into C•••••••• I••••••••• R••••••• A•••••••• I•••