DFX Intelligence
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Team lift-out
3 advisors left M••••• T•••• A•••• M••••• I••• for T•• H•••••• G••••• R••••••••• W••••• A•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Allen Leroy Claggett | Clearwater, Fl | May 14, 2024 | Jan 1, 2026 |
| Paul James Dipalma | Clearwater, Fl | May 14, 2024 | Jan 11, 2024 |
| Steven Lloyd Holland | Clearwater, Fl | May 14, 2024 | Apr 2, 2025 |
The rule
- Registrations ended
- May 14, 2024
- Registered next
- Jan 11, 2024 to Jan 1, 2026
- Branch state
- FL
- Cities
- 1, most in Clearwater, Fl
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 30%
- Succession by the destination
- none on the tape