DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Lincoln LyonWinter Park, FlAug 31, 2022Sep 6, 2022
Brian Christopher CoatoamWinter Park, FlAug 31, 2022Aug 30, 2022
Derek Amron GrimmWinter Park, FlAug 31, 2022Aug 30, 2022
Morgan C MetcalfWinter Springs, FlAug 31, 2022Sep 6, 2022
Ryan PlankWinter Park, FlAug 31, 2022Aug 30, 2022
Brooke MillerSaint Petersburg, FlSep 13, 2022Oct 4, 2022
The rule
Registrations ended
Aug 31, 2022 to Sep 13, 2022
Registered next
Aug 30, 2022 to Oct 4, 2022
Branch state
FL
Cities
3, most in Winter Park, Fl
Registered there that day
21,988 (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••••••• L••