DFX Intelligence
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Team lift-out
8 advisors left R•••••• J•••• • A••••••••• I••• for I••••••• A•••••••• L••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Rice | Sarasota, Fl | Oct 2, 2024 | Nov 5, 2024 |
| James Charles Snyder | Naples, Fl | Oct 3, 2024 | Nov 20, 2024 |
| Joshua Gary Sankes | Sarasota, Fl | Oct 3, 2024 | Nov 5, 2024 |
| Karen M Chancy | Naples, Fl | Oct 7, 2024 | Oct 30, 2024 |
| Nancy Farias | Naples, Fl | Oct 7, 2024 | Aug 19, 2025 |
| Ryan Bousquet | Naples, Fl | Oct 7, 2024 | Nov 13, 2024 |
| Tanner Jay Betts | Naples, Fl | Oct 7, 2024 | Nov 8, 2024 |
| Kearsley Barton Lewis | Naples, Fl | Oct 8, 2024 | Oct 30, 2024 |
The rule
- Registrations ended
- Oct 2, 2024 to Oct 8, 2024
- Registered next
- Oct 30, 2024 to Aug 19, 2025
- Branch state
- FL
- Cities
- 2, most in Naples, Fl
- Registered there that day
- 5,146 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape