DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Claude Sturla | Fort Lauderdale, Fl | Mar 29, 2023 | Jul 3, 2024 |
| Anna Michelle Roberts | Vero Beach, Fl | Apr 6, 2023 | May 25, 2023 |
The rule
- Registrations ended
- Mar 29, 2023 to Apr 6, 2023
- Registered next
- May 25, 2023 to Jul 3, 2024
- Branch state
- FL
- Cities
- 2, most in Fort Lauderdale, Fl
- Registered there that day
- 23,164 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape