DFX Intelligence
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Team lift-out
2 advisors left T• R••• P•••• A••••••• S•••••••• I••• for M••••• S••••••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Keith Bryan Elser | Tampa, Fl | Jul 27, 2018 | Aug 15, 2018 |
| Michael Paul Simon | Tampa, Fl | Jul 27, 2018 | Aug 20, 2018 |
The rule
- Registrations ended
- Jul 27, 2018
- Registered next
- Aug 15, 2018 to Aug 20, 2018
- Branch state
- FL
- Cities
- 1, most in Tampa, Fl
- Registered there that day
- 300 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape