DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Kelly Merrie HerradonBonita Springs, FlOct 2, 2024Oct 7, 2024
Joel Phillip FrostDelray Beach, FlOct 7, 2024Oct 7, 2024
Laura J O'DonnellBoca Raton, FlOct 7, 2024Oct 4, 2024
Denise Leone KennedyMargate, FlOct 8, 2024Oct 4, 2024
Karen L AshbyBoca Raton, FlOct 8, 2024Oct 4, 2024
Matthew Neil LiebmanBoca Raton, FlOct 8, 2024Oct 4, 2024
Michael Bruce PasseroffBoca Raton, FlOct 8, 2024Oct 4, 2024
Michael P HalperinBoca Raton, FlOct 8, 2024Oct 4, 2024
The rule
Registrations ended
Oct 2, 2024 to Oct 8, 2024
Registered next
Oct 4, 2024 to Oct 7, 2024
Branch state
FL
Cities
4, most in Boca Raton, Fl
Registered there that day
23,719 (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••••••