DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•••••• J•••• • A••••••••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Jamila KravarusicSaint Petersburg, FlMay 29, 2020May 29, 2020
Katherine Leslie GrossSaint Petersburg, FlMay 29, 2020May 29, 2020
Timothy James GrossClearwater, FlMay 29, 2020May 29, 2020
The rule
Registrations ended
May 29, 2020
Registered next
May 29, 2020
Branch state
FL
Cities
2, most in Saint Petersburg, Fl
Registered there that day
21,797 (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•••••• J•••• • A••••••••• I•••