DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left R•••••• J•••• • A••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander J KeimSt Petersburg, FlDec 10, 2018Dec 7, 2018
Samantha I FernandezSt Petersburg, FlDec 17, 2018Dec 14, 2018
Shannon ReidSt Petersburg, FlDec 18, 2018Dec 20, 2018
Alfred Alexander JacksonSt Petersburg, FlDec 20, 2018Jan 8, 2019
Jody LaneSt Petersburg, FlDec 20, 2018Dec 20, 2018
The rule
Registrations ended
Dec 10, 2018 to Dec 20, 2018
Registered next
Dec 7, 2018 to Jan 8, 2019
Branch state
FL
Cities
1, most in St Petersburg, Fl
Registered there that day
3,308 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• • A••••••••• I•••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••