DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left L•• F•••••••• L•• for A••••••••• F•••••••• S•••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Newhard | Tampa, Fl | Mar 1, 2023 | Feb 24, 2023 |
| Edward Martin Buenaga | Ponte Vedra Beach, Fl | Mar 15, 2023 | Mar 13, 2023 |
The rule
- Registrations ended
- Mar 1, 2023 to Mar 15, 2023
- Registered next
- Feb 24, 2023 to Mar 13, 2023
- Branch state
- FL
- Cities
- 2, most in Tampa, Fl
- Registered there that day
- 14,284 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape