DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for L•• F•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Dexter J GraftonAltamonte Springs, FlMar 22, 2024Mar 21, 2024
Percy CanteenwallaApopka, FlMar 22, 2024Mar 21, 2024
Tanya Michelle CarrollWinter Park, FlMar 22, 2024Mar 21, 2024
William Daniel GraftonWinter Park, FlMar 22, 2024Mar 21, 2024
William Daniel GraftonWinter Park, FlMar 22, 2024Mar 22, 2024
Sarah Elisabeth GraftonWinter Park, FlMar 25, 2024Mar 21, 2024
Dean Crawford PhillipsVero Beach, FlMar 26, 2024Mar 25, 2024
The rule
Registrations ended
Mar 22, 2024 to Mar 26, 2024
Registered next
Mar 21, 2024 to Mar 25, 2024
Branch state
FL
Cities
4, most in Winter Park, Fl
Registered there that day
23,622 (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 L•• F•••••••• L••