DFX Intelligence
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Team lift-out
2 advisors left E•••••• A•••• A••••••• L•• for S••••••••• P•••••• C•••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Levin | Weston, Fl | Jun 21, 2019 | Jun 25, 2019 |
| Troy Canner Sorel | Weston, Fl | Jun 21, 2019 | Jul 2, 2019 |
The rule
- Registrations ended
- Jun 21, 2019
- Registered next
- Jun 25, 2019 to Jul 2, 2019
- Branch state
- FL
- Cities
- 1, most in Weston, Fl
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape