DFX Intelligence

RIA Intelligence

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Team lift-out

7 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
Carmen Marie NorthPonte Vedra Beach, FlJan 7, 2021Jan 7, 2021
Claudia Anne CastellanoJacksonville, FlJan 7, 2021Jan 7, 2021
Frank Ferguson HoustonPonte Vedra Beach, FlJan 7, 2021Jan 7, 2021
Kendall Sutton ParkPonte Vedra Beach, FlJan 7, 2021Jan 7, 2021
Linda MacleodPonte Vedra Beach, FlJan 7, 2021Jan 6, 2021
Sara G GillPonte Vedra Beach, FlJan 7, 2021Jan 7, 2021
Andres CastilloCoral Gables, FlJan 12, 2021Jan 8, 2021
The rule
Registrations ended
Jan 7, 2021 to Jan 12, 2021
Registered next
Jan 6, 2021 to Jan 8, 2021
Branch state
FL
Cities
3, most in Ponte Vedra Beach, Fl
Registered there that day
22,355 (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•••