DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

9 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Barbara A MarshallFort Lauderdale, FlAug 16, 2021Aug 13, 2021
Joseph C AdornatoFort Lauderdale, FlAug 16, 2021Aug 16, 2021
Eric M BermanMarco Island, FlAug 26, 2021Sep 7, 2021
Christine PierceSarasota, FlAug 31, 2021Aug 27, 2021
Nicholas James UrrutiaSarasota, FlAug 31, 2021Aug 27, 2021
Shawn McgillSarasota, FlAug 31, 2021Aug 27, 2021
Xiuzhen ChenMerritt Island, FlSep 2, 2021Sep 1, 2021
The rule
Registrations ended
Aug 16, 2021 to Sep 20, 2021
Registered next
Aug 13, 2021 to Oct 8, 2021
Branch state
FL
Cities
6, most in Sarasota, Fl
Registered there that day
22,177 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into M••••• S••••••