DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Beth Ann NavarretePensacola, FlAug 21, 2023Aug 18, 2023
Tonya R EstesPensacola, FlAug 21, 2023Aug 18, 2023
Michael Paul BaggettPensacola, FlAug 22, 2023Aug 18, 2023
Steven Michael ClayPensacola, FlAug 22, 2023Aug 21, 2023
Alix AlexisFort Lauderdale, FlSep 5, 2023Sep 1, 2023
Vladimir TranquilleAventura, FlSep 5, 2023Sep 1, 2023
The rule
Registrations ended
Aug 21, 2023 to Sep 5, 2023
Registered next
Aug 18, 2023 to Sep 1, 2023
Branch state
FL
Cities
3, most in Pensacola, Fl
Registered there that day
23,624 (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••••••