DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony SantelliTequesta, FlFeb 18, 2025Feb 19, 2025
Hansford Matthew SasserJacksonville, FlFeb 18, 2025Feb 19, 2025
Pablo E. SerranoMiami Shores, FlFeb 20, 2025Feb 19, 2025
Todd PriestPunta Gorda, FlFeb 20, 2025Mar 3, 2025
David LongoJacksonville, FlMar 4, 2025Mar 5, 2025
Caitlin BernattJacksonville, FlMar 18, 2025Mar 26, 2025
Eri SierraHialeah, FlMar 21, 2025Mar 12, 2025
Isabel C. RumbergMiami Lakes, FlMar 24, 2025Mar 19, 2025
The rule
Registrations ended
Feb 18, 2025 to Mar 24, 2025
Registered next
Feb 19, 2025 to Mar 26, 2025
Branch state
FL
Cities
6, most in Jacksonville, Fl
Registered there that day
24,284 (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 J••• M••••• S••••••••• L••