DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left U•• F•••••••• S••••••• I••• for C••••• W••••• P•••••••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Scott HessSt Petersburg, FlJul 6, 2020Jun 16, 2020
Christopher Ryan QuintySt Petersburg, FlJul 6, 2020Jun 16, 2020
David Ray LackoreSt Petersburg, FlJul 6, 2020Jun 16, 2020
Eric Michael BransonSt Petersburg, FlJul 6, 2020Jun 16, 2020
Peter FrantzisSt Petersburg, FlJul 6, 2020Jun 16, 2020
Solomon Matthews KilgroeSt Petersburg, FlJul 6, 2020Jun 16, 2020
Thomas Marshall KidwellSt Petersburg, FlJul 6, 2020Jun 16, 2020
The rule
Registrations ended
Jul 6, 2020
Registered next
Jun 16, 2020
Branch state
FL
Cities
1, most in St Petersburg, Fl
Registered there that day
7,862 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into C••••• W••••• P•••••••