DFX Intelligence
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Team lift-out
2 advisors left T• R••• P•••• A••••••• S•••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Peter Charles Lieberman | Tampa, Fl | Jul 11, 2019 | Aug 12, 2019 |
| Talon Joseph Van Wert | Tampa, Fl | Jul 18, 2019 | Aug 19, 2019 |
The rule
- Registrations ended
- Jul 11, 2019 to Jul 18, 2019
- Registered next
- Aug 12, 2019 to Aug 19, 2019
- Branch state
- FL
- Cities
- 1, most in Tampa, Fl
- Registered there that day
- 267 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape