DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jason A LiebermanDelray Beach, FlOct 11, 2021Oct 8, 2021
Stephen D GuttenbergBoca Raton, FlOct 11, 2021Oct 8, 2021
Kimberleigh A SzewczykTampa, FlOct 25, 2021Oct 22, 2021
Michael Francis RomagnoloBoca Raton, FlOct 25, 2021Oct 22, 2021
Palmer Raphael OgdenTampa, FlOct 25, 2021Oct 22, 2021
Keila R BevinsWinter Park, FlNov 1, 2021Sep 20, 2022
Christopher C PashleyWinter Park, FlNov 9, 2021Nov 8, 2021
Brian Cary RussellJacksonville, FlNov 10, 2021Jan 14, 2022
Lori L DuplisWinter Park, FlNov 15, 2021Nov 30, 2021
Monica E BaldaCoral Gables, FlNov 15, 2021Dec 1, 2021
The rule
Registrations ended
Oct 11, 2021 to Nov 15, 2021
Registered next
Oct 8, 2021 to Sep 20, 2022
Branch state
FL
Cities
6, most in Winter Park, Fl
Registered there that day
22,046 (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••••••