DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jesse DaleBoca Raton, FlOct 22, 2019Oct 25, 2019
John Charles ButeBoca Raton, FlOct 22, 2019Oct 22, 2019
Melinda Kathleen MchughBoca Raton, FlOct 22, 2019Oct 31, 2019
Robert Wayne MartonBoca Raton, FlOct 22, 2019Oct 22, 2019
The rule
Registrations ended
Oct 22, 2019
Registered next
Oct 22, 2019 to Oct 31, 2019
Branch state
FL
Cities
1, most in Boca Raton, Fl
Registered there that day
21,289 (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 L•••