DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Annika K Lee | Ponte Vedra Beach, Fl | Feb 1, 2021 | Mar 2, 2021 |
| Patrick Michael Petsche | Naples, Fl | Feb 2, 2021 | Feb 2, 2023 |
The rule
- Registrations ended
- Feb 1, 2021 to Feb 2, 2021
- Registered next
- Mar 2, 2021 to Feb 2, 2023
- Branch state
- FL
- Cities
- 2, most in Ponte Vedra Beach, Fl
- Registered there that day
- 22,433 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape