DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left J••• M••••• S••••••••• L•• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony William RizzoPalm Beach Gardens, FlApr 20, 2024Apr 22, 2024
Brandon JimenezPalm Beach Gardens, FlApr 20, 2024Apr 22, 2024
Brett Adam LangbertPalm Beach Gardens, FlApr 20, 2024Apr 22, 2024
Casey DoughertyPalm Beach Gardens, FlApr 20, 2024Apr 22, 2024
Jeremy Scott SchneiderPalm Beach Gardens, FlApr 20, 2024Apr 22, 2024
Michelle L GermanPalm Beach Gardens, FlApr 20, 2024Apr 22, 2024
Roy N ApplePalm Beach Gardens, FlApr 20, 2024Apr 19, 2024
Anna VazquezPalm Beach Gardens, FlApr 24, 2024Apr 22, 2024
Kevin Michael GaiPalm Beach Gardens, FlApr 25, 2024Apr 22, 2024
The rule
Registrations ended
Apr 20, 2024 to Apr 25, 2024
Registered next
Apr 19, 2024 to Apr 22, 2024
Branch state
FL
Cities
1, most in Palm Beach Gardens, Fl
Registered there that day
10,356 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of J••• M••••• S••••••••• L••Other teams into W•••• F•••• A•••••••