DFX Intelligence
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Team lift-out
2 advisors left I••••••••• F•••••••• P••••••• for W••••••••• A••••••• P••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ernest Paul Carrera | Tampa, Fl | May 2, 2019 | May 17, 2019 |
| Michael Jeffrey Freedman | Boca Raton, Fl | May 13, 2019 | May 16, 2019 |
The rule
- Registrations ended
- May 2, 2019 to May 13, 2019
- Registered next
- May 16, 2019 to May 17, 2019
- Branch state
- FL
- Cities
- 2, most in Tampa, Fl
- Registered there that day
- 198 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape