DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left C••••••••• F•••••••• N•••••• for K••••• A••••••• S•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Malcolm David WalkerLargo, FlSep 4, 2025Sep 4, 2025
Mary Lou CousineauPonte Vedra, FlSep 4, 2025Sep 4, 2025
Richard Gregory HanaPonte Vedra, FlSep 4, 2025Sep 4, 2025
Margaret SullivanBunnell, FlSep 9, 2025Sep 9, 2025
Thomas SavoneBunnell, FlSep 9, 2025Sep 10, 2025
The rule
Registrations ended
Sep 4, 2025 to Sep 9, 2025
Registered next
Sep 4, 2025 to Sep 10, 2025
Branch state
FL
Cities
3, most in Ponte Vedra, Fl
Registered there that day
3,355 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into K••••• A••••••• S•••••••• L••