DFX Intelligence
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Team lift-out
2 advisors left G•• S••••••••• I••• for B••••••••• A•••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Sean Primo | Weston, Fl | Aug 2, 2019 | Nov 26, 2019 |
| Richard Marc Myer | Palm Beach Gardens, Fl | Aug 2, 2019 | Nov 26, 2019 |
The rule
- Registrations ended
- Aug 2, 2019
- Registered next
- Nov 26, 2019
- Branch state
- FL
- Cities
- 2, most in Weston, Fl
- Registered there that day
- 290 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape