DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Michael BellDelray Beach, FlJan 19, 2021Jan 15, 2021
John Marshall DuaneDelray Beach, FlJan 19, 2021Jan 21, 2021
Lisa Beth TarshisDelray Beach, FlJan 19, 2021Jan 15, 2021
Thomas Crete TaborDelray Beach, FlJan 19, 2021Jan 15, 2021
The rule
Registrations ended
Jan 19, 2021
Registered next
Jan 15, 2021 to Jan 21, 2021
Branch state
FL
Cities
1, most in Delray Beach, Fl
Registered there that day
22,410 (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 R••••••••• C•••••• M•••••••••