DFX Intelligence
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Team lift-out
2 advisors left T• R••• P•••• A••••••• S•••••••• I••• for E•••••• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Puran Sugrim | Tampa, Fl | Jan 28, 2019 | Jan 31, 2019 |
| Nicolas Jacob Wolfson | Tampa, Fl | Feb 4, 2019 | Feb 15, 2019 |
The rule
- Registrations ended
- Jan 28, 2019 to Feb 4, 2019
- Registered next
- Jan 31, 2019 to Feb 15, 2019
- Branch state
- FL
- Cities
- 1, most in Tampa, Fl
- Registered there that day
- 311 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape