DFX Intelligence
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Team lift-out
2 advisors left P••••••••• S••••••••• C••••••••• for O•• S••••• A•••••••
independent RIAtounclassifiedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Daniel Gay | Oviedo, Fl | Dec 31, 2018 | Jan 23, 2019 |
| Joshua J. Rose | Sarasota, Fl | Dec 31, 2018 | Jan 23, 2019 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- Jan 23, 2019
- Branch state
- FL
- Cities
- 2, most in Oviedo, Fl
- Registered there that day
- 241 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape