DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for B•••• W•••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Lisa Renee MalaspineWinter Park, FlMay 22, 2022Jun 15, 2022
Chad Michael HunterLake Mary, FlMay 23, 2022Jun 29, 2022
Shawn Patrick JilesOrlando, FlMay 23, 2022May 31, 2022
Wesley David HunterLake Mary, FlMay 23, 2022Jun 29, 2022
William Michael FreemanLake Mary, FlMay 24, 2022Jun 15, 2022
The rule
Registrations ended
May 22, 2022 to May 24, 2022
Registered next
May 31, 2022 to Jun 29, 2022
Branch state
FL
Cities
3, most in Lake Mary, Fl
Registered there that day
21,850 (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 B•••• W•••••• L••