DFX Intelligence
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Team lift-out
2 advisors left W•••••• W••••• M••••••••• I••• for S•••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Frank Joseph Esposito | Miami, Fl | Mar 15, 2022 | Feb 15, 2022 |
| Niki Fowler Woodworth | Miami, Fl | Mar 15, 2022 | Feb 15, 2022 |
The rule
- Registrations ended
- Mar 15, 2022
- Registered next
- Feb 15, 2022
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape