DFX Intelligence
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Team lift-out
2 advisors left C••••• I••••••••• A••••••• L•• for O••••••• F••••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Xerxes Phillips | Satellite Beach, Fl | Jul 27, 2023 | Jul 6, 2023 |
| Garth Ovead Moreau | Satellite Beach, Fl | Jul 28, 2023 | Jul 10, 2023 |
The rule
- Registrations ended
- Jul 27, 2023 to Jul 28, 2023
- Registered next
- Jul 6, 2023 to Jul 10, 2023
- Branch state
- FL
- Cities
- 1, most in Satellite Beach, Fl
- Registered there that day
- 5,180 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape