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 R•••••• J•••• • A••••••••• I••• for W•••• F•••• A•••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patricia Anne Conrad | Winter Park, Fl | Apr 21, 2022 | Mar 24, 2022 |
| Jaclyn Aleen Klotz | Ocala, Fl | Apr 22, 2022 | Mar 24, 2022 |
The rule
- Registrations ended
- Apr 21, 2022 to Apr 22, 2022
- Registered next
- Mar 24, 2022
- Branch state
- FL
- Cities
- 2, most in Winter Park, Fl
- Registered there that day
- 4,342 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape