DFX Intelligence
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Team lift-out
2 advisors left I••••••••• F•••••••• P••••••• for I••••••••• A•••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mary Kathryn Clark | Tallahassee, Fl | Apr 25, 2019 | Apr 25, 2019 |
| William Frederick Schmidt | Mount Dora, Fl | Apr 25, 2019 | Apr 29, 2019 |
The rule
- Registrations ended
- Apr 25, 2019
- Registered next
- Apr 25, 2019 to Apr 29, 2019
- Branch state
- FL
- Cities
- 2, most in Mount Dora, Fl
- Registered there that day
- 208 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape