DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for U•• F•••••••• S••••••• I•••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian James Mariash | Punta Gorda, Fl | Mar 1, 2023 | Feb 27, 2023 |
| James Barton Lowther | Sarasota, Fl | Mar 1, 2023 | Mar 6, 2023 |
| Jesse Perez | Punta Gorda, Fl | Mar 1, 2023 | Mar 6, 2023 |
The rule
- Registrations ended
- Mar 1, 2023
- Registered next
- Feb 27, 2023 to Mar 6, 2023
- Branch state
- FL
- Cities
- 2, most in Punta Gorda, Fl
- Registered there that day
- 23,010 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape