DFX Intelligence
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Team lift-out
2 advisors left R•••• T•••• W••••• M••••••••• for C••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lauren G Gooding | Boca Raton, Fl | Dec 5, 2022 | Dec 2, 2022 |
| Steven Joseph Giacona | Boca Raton, Fl | Dec 6, 2022 | Dec 2, 2022 |
The rule
- Registrations ended
- Dec 5, 2022 to Dec 6, 2022
- Registered next
- Dec 2, 2022
- Branch state
- FL
- Cities
- 1, most in Boca Raton, Fl
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape