DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

8 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C•••••••• G••••• M•••••• I•••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Manuel Alejandro GonzalezJacksonville, FlNov 4, 2021Jun 16, 2022
Benjamin Ethan WootenJacksonville, FlNov 16, 2021Jun 9, 2022
Robert Matthew SadberryJacksonville, FlNov 23, 2021Jan 26, 2022
Dawn Suzette PadgettJacksonville, FlNov 29, 2021May 26, 2022
Sean RhodesJacksonville, FlDec 7, 2021Jan 12, 2022
Jonathan GarciaJacksonville, FlDec 13, 2021Mar 14, 2022
Kanecia McmorrisJacksonville, FlDec 26, 2021May 25, 2023
Christian BarlowJacksonville, FlJan 3, 2022Mar 9, 2022
The rule
Registrations ended
Nov 4, 2021 to Jan 3, 2022
Registered next
Jan 12, 2022 to May 25, 2023
Branch state
FL
Cities
1, most in Jacksonville, 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 C•••••••• G••••• M•••••• I•••