DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••• P••••••• I••••••••• A•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Denise E Hoffmann | Winter Park, Fl | Aug 18, 2023 | Aug 17, 2023 |
| Theodore James Latimer | Orlando, Fl | Aug 18, 2023 | Aug 17, 2023 |
The rule
- Registrations ended
- Aug 18, 2023
- Registered next
- Aug 17, 2023
- Branch state
- FL
- Cities
- 2, most in Orlando, Fl
- Registered there that day
- 23,628 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape