DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew Nicolas EstradaSarasota, FlJun 20, 2022Jun 29, 2022
Diego A ObandoMiami, FlJun 22, 2022Jun 17, 2022
Matthew J BerkaLakewood Ranch, FlJun 28, 2022Jun 30, 2022
Justin J CotroneoFort Lauderdale, FlJul 9, 2022Jul 8, 2022
Thomas Victor StrackhouseMiami Beach, FlJul 9, 2022Jul 8, 2022
Bernadette Marie RiceRockledge, FlJul 12, 2022Jul 20, 2022
Grant Lindl JohnsonDelray Beach, FlJul 18, 2022Jul 15, 2022
The rule
Registrations ended
Jun 20, 2022 to Jul 18, 2022
Registered next
Jun 17, 2022 to Jul 20, 2022
Branch state
FL
Cities
7, most in Sarasota, Fl
Registered there that day
21,861 (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••••••