DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left R•••••• J•••• • A••••••••• I••• for J••••• M••••••••• S•••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeff William SellersPalm Beach Gardens, FlJun 15, 2020Jun 12, 2020
Brian Murphy GaryPalm Beach Gardens, FlJun 22, 2020Jun 15, 2020
Jennifer C CutoloPalm Beach Gardens, FlJun 22, 2020Jun 15, 2020
Elizabeth Anne YoungWest Palm Beach, FlJun 26, 2020Jun 15, 2020
Gregory Finley YoungPalm Beach Gardens, FlJun 26, 2020Jun 15, 2020
The rule
Registrations ended
Jun 15, 2020 to Jun 26, 2020
Registered next
Jun 12, 2020 to Jun 15, 2020
Branch state
FL
Cities
2, most in Palm Beach Gardens, Fl
Registered there that day
3,848 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• • A••••••••• I•••Other teams into J••••• M••••••••• S•••• L••