DFX Intelligence

RIA Intelligence

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Team lift-out

10 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
Ellen Norrie FullerWinter Park, FlFeb 21, 2023Feb 17, 2023
Erin WaltersRockledge, FlFeb 21, 2023Feb 17, 2023
Garrett M JonesWinter Park, FlFeb 21, 2023Feb 17, 2023
James S PollockRockledge, FlFeb 21, 2023Feb 17, 2023
Jennifer RubleCape Coral, FlFeb 21, 2023Feb 17, 2023
Linda Caridad PaulWinter Park, FlFeb 21, 2023Feb 22, 2023
Phillip T DobbsWinter Park, FlFeb 21, 2023Feb 17, 2023
Sean Patrick ConnollyWinter Park, FlFeb 21, 2023Feb 17, 2023
Timothy Strates MagidWinter Park, FlFeb 21, 2023Feb 17, 2023
Jennifer Elise AndersonWinter Park, FlFeb 27, 2023Feb 17, 2023
The rule
Registrations ended
Feb 21, 2023 to Feb 27, 2023
Registered next
Feb 17, 2023 to Feb 22, 2023
Branch state
FL
Cities
3, most in Winter Park, Fl
Registered there that day
22,991 (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•••••••••