DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• • A••••••••• I••• for L•• F•••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Frank Coffenberry | St Petersburg, Fl | May 18, 2022 | Jun 2, 2022 |
| Leah Brooks Waldrip | Valrico, Fl | May 31, 2022 | Jun 3, 2022 |
The rule
- Registrations ended
- May 18, 2022 to May 31, 2022
- Registered next
- Jun 2, 2022 to Jun 3, 2022
- Branch state
- FL
- Cities
- 2, most in St Petersburg, Fl
- Registered there that day
- 4,379 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape