DFX Intelligence
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Team lift-out
2 advisors left C•••••• G•••• • C• I•• for A••••••• I••••••••• P••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jul 10, 2025
- Registered next
- Feb 11, 2011 to Jun 14, 2021
- Branch state
- FL
- Cities
- 1, most in Boca Raton, Fl
- Registered there that day
- 377 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape