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 R••••••••• C•••••• M•••••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Michael Harvan | Jupiter, Fl | Oct 24, 2023 | Oct 20, 2023 |
| Sandra L Stiger | Jupiter, Fl | Oct 24, 2023 | Oct 20, 2023 |
The rule
- Registrations ended
- Oct 24, 2023
- Registered next
- Oct 20, 2023
- Branch state
- FL
- Cities
- 1, most in Jupiter, Fl
- Registered there that day
- 23,644 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape