DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for A••••••• P••••••••• A•••••••• I••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Tricia Liller | Ponte Vedra Beach, Fl | Mar 3, 2023 | Oct 10, 2023 |
| Russell R Wingate | Ponte Vedra Beach, Fl | Mar 13, 2023 | Mar 13, 2023 |
The rule
- Registrations ended
- Mar 3, 2023 to Mar 13, 2023
- Registered next
- Mar 13, 2023 to Oct 10, 2023
- Branch state
- FL
- Cities
- 1, most in Ponte Vedra Beach, Fl
- Registered there that day
- 23,010 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape