DFX Intelligence
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Team lift-out
2 advisors left D•••• H••••• G•••••• W••••• A••••••• L•• for F••••• M••••• W••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brooke Taylor Stanford | Jacksonville, Fl | Aug 24, 2022 | Jun 16, 2022 |
| William Fraser Laird | Jacksonville, Fl | Aug 24, 2022 | Jun 16, 2022 |
The rule
- Registrations ended
- Aug 24, 2022
- Registered next
- Jun 16, 2022
- Branch state
- FL
- Cities
- 1, most in Jacksonville, Fl
- Registered there that day
- 20 (people still on IAPD; an estimate)
- Share of that headcount
- 10%
- Succession by the destination
- a succession within a year (May 25, 2022), not necessarily this firm