DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Jack R MitchellDestin, FlMar 28, 2025Apr 10, 2025
Lindsey J PetersDestin, FlMar 28, 2025Apr 10, 2025
Collin A MccallDestin, FlMar 31, 2025Mar 27, 2025
Cory Justin FosdyckDestin, FlMar 31, 2025Mar 27, 2025
Gabriel CampbellDestin, FlMar 31, 2025Mar 27, 2025
Nina Caroline McdanielDestin, FlMar 31, 2025Mar 27, 2025
Roger Timothy KruegerDestin, FlMar 31, 2025Mar 27, 2025
The rule
Registrations ended
Mar 28, 2025 to Mar 31, 2025
Registered next
Mar 27, 2025 to Apr 10, 2025
Branch state
FL
Cities
1, most in Destin, Fl
Registered there that day
24,337 (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 N•••••• A•••••••