DFX Intelligence
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Team lift-out
4 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
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Heather Roark | Jacksonville, Fl | Jun 13, 2022 | Jun 16, 2022 |
| Corey Menter | Jacksonville, Fl | Jun 27, 2022 | Sep 1, 2022 |
| Michael Scott Chalmers | Jacksonville, Fl | Jun 28, 2022 | Jul 26, 2022 |
| Jose Perez | Jacksonville, Fl | Jul 8, 2022 | Jul 15, 2022 |
The rule
- Registrations ended
- Jun 13, 2022 to Jul 8, 2022
- Registered next
- Jun 16, 2022 to Sep 1, 2022
- Branch state
- FL
- Cities
- 1, most in Jacksonville, Fl
- Registered there that day
- 21,855 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape