DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left F•• S••••••••• C••••••••• for C••••• A••••••• G••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Edward CsengeClearwater, FlJul 31, 2018Dec 2, 2016
Eric Jason CaisseClearwater, FlJul 31, 2018Feb 20, 2001
Jeffrey Kistler JonesNew Smyrna Beach, FlJul 31, 2018Dec 12, 2017
Shawn Thomas HigginbothamNew Smyrna Beach, FlJul 31, 2018Feb 15, 2018
Henry John KuligClearwater, FlAug 1, 2018Nov 28, 2011
John Louis CsengeTampa, FlAug 2, 2018Nov 1, 2000
The rule
Registrations ended
Jul 31, 2018 to Aug 2, 2018
Registered next
Nov 1, 2000 to Feb 15, 2018
Branch state
FL
Cities
3, most in Clearwater, Fl
Registered there that day
593 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape
Other teams out of F•• S••••••••• C•••••••••Other teams into C••••• A••••••• G••••• L••