DFX Intelligence
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Team lift-out
3 advisors left D•••• C•••••• M••••••••• L•• for A••••••• H•••••• W••••• M••••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric James Hoebbel | Maitland, Fl | Feb 9, 2023 | May 19, 2022 |
| Gregory Morris Beardslee | Maitland, Fl | Feb 9, 2023 | Aug 16, 2022 |
| Matthew Bernard Haushalter | Maitland, Fl | Feb 9, 2023 | Mar 17, 2023 |
The rule
- Registrations ended
- Feb 9, 2023
- Registered next
- May 19, 2022 to Mar 17, 2023
- Branch state
- FL
- Cities
- 1, most in Maitland, Fl
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 43%
- Succession by the destination
- none on the tape