DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S••• W••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| William Wayne Patterson | Jacksonville, Fl | Mar 30, 2021 | Apr 14, 2021 |
| Robert Marshall Hill | Jacksonville, Fl | Apr 12, 2021 | Apr 20, 2021 |
| Brandon P Milliken | Jacksonville, Fl | Apr 19, 2021 | May 3, 2021 |
The rule
- Registrations ended
- Mar 30, 2021 to Apr 19, 2021
- Registered next
- Apr 14, 2021 to May 3, 2021
- Branch state
- FL
- Cities
- 1, most in Jacksonville, Fl
- Registered there that day
- 22,365 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape