DFX Intelligence
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Team lift-out
6 advisors left F•• S••••••••• C••••••••• for C••••••••• A••••••• S••••••• I••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony Joseph Curatolo | Naples, Fl | Nov 3, 2023 | Jan 29, 1997 |
| Jasen Michael Gilbert | Naples, Fl | Nov 3, 2023 | Jun 25, 2010 |
| Jill Ciccarelli Rapps | Naples, Fl | Nov 3, 2023 | Jan 24, 1994 |
| Lynn Ann Ferraina | Naples, Fl | Nov 3, 2023 | Jan 9, 1996 |
| Paul Frank Ciccarelli | Naples, Fl | Nov 3, 2023 | Feb 3, 1993 |
| Steven Troy Merkel | Bonita Springs, Fl | Nov 3, 2023 | Sep 10, 2012 |
The rule
- Registrations ended
- Nov 3, 2023
- Registered next
- Feb 3, 1993 to Sep 10, 2012
- Branch state
- FL
- Cities
- 2, most in Naples, Fl
- Registered there that day
- 497 (people still on IAPD; an estimate)
- Share of that headcount
- 1.2%
- Succession by the destination
- none on the tape