DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for E•••• L••• M••••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ryan Alden Williams | Lakewood Ranch, Fl | Mar 2, 2021 | Mar 3, 2021 |
| Stephanie Joan Terbrock | Lakewood Ranch, Fl | Mar 2, 2021 | Mar 19, 2021 |
The rule
- Registrations ended
- Mar 2, 2021
- Registered next
- Mar 3, 2021 to Mar 19, 2021
- Branch state
- FL
- Cities
- 1, most in Lakewood Ranch, Fl
- Registered there that day
- 22,425 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape