DFX Intelligence
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Team lift-out
2 advisors left I••••••••• F•••••••• P••••••• for I•• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Waldo Julio Zayas | Tampa, Fl | Jan 24, 2019 | Feb 4, 2019 |
| Daniel Peter Pappas | Lithia, Fl | Jan 30, 2019 | Jan 1, 2025 |
The rule
- Registrations ended
- Jan 24, 2019 to Jan 30, 2019
- Registered next
- Feb 4, 2019 to Jan 1, 2025
- Branch state
- FL
- Cities
- 2, most in Tampa, Fl
- Registered there that day
- 260 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape