DFX Intelligence
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Team lift-out
2 advisors left C•••••• W••••• A••••••• G•••• for S••••••• F•••••••• S•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bashar K. Baraz | Fleming Island, Fl | Aug 29, 2018 | Sep 13, 2018 |
| Joshua Adam Keyes | Fleming Island, Fl | Aug 31, 2018 | Sep 10, 2018 |
The rule
- Registrations ended
- Aug 29, 2018 to Aug 31, 2018
- Registered next
- Sep 10, 2018 to Sep 13, 2018
- Branch state
- FL
- Cities
- 1, most in Fleming Island, Fl
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape