DFX Intelligence

RIA Intelligence

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Team lift-out

2 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
Harry Lee PencePeachtree City, GaJun 21, 2021Jun 21, 2021
Jammie Lynn PerriPeachtree City, GaJun 21, 2021Jun 21, 2021
The rule
Registrations ended
Jun 21, 2021
Registered next
Jun 21, 2021
Branch state
GA
Cities
1, most in Peachtree City, Ga
Registered there that day
22,297 (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•••