DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for L•••••••• B•••••• P•••••• W••••• M•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adrienne Moore | Punta Gorda, Fl | Nov 13, 2018 | Aug 8, 2018 |
| Lewis Cass Bennett | Sarasota, Fl | Nov 13, 2018 | Aug 8, 2018 |
The rule
- Registrations ended
- Nov 13, 2018
- Registered next
- Aug 8, 2018
- Branch state
- FL
- Cities
- 2, most in Sarasota, Fl
- Registered there that day
- 1,328 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape