DFX Intelligence
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Team lift-out
3 advisors left C••••• I••••••••• A••••••• L•• for C•••••• F•••••••• G••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cameron Anderson Cassedy | Tampa, Fl | May 24, 2022 | Jun 23, 2022 |
| Eric Tin Yao Lam | Tampa, Fl | May 24, 2022 | Jan 1, 2025 |
| Thomas Anderson Cassedy | Tampa, Fl | May 24, 2022 | Jan 1, 2025 |
The rule
- Registrations ended
- May 24, 2022
- Registered next
- Jun 23, 2022 to Jan 1, 2025
- Branch state
- FL
- Cities
- 1, most in Tampa, Fl
- Registered there that day
- 2,563 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape