DFX Intelligence
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Team lift-out
3 advisors left C•••••••• L•• for I•• C••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Jin Lee | North Palm Beach, Fl | Jun 11, 2024 | Jun 16, 2024 |
| Samuel Edward Biscaro | North Palm Beach, Fl | Jun 11, 2024 | Jun 16, 2024 |
The rule
- Registrations ended
- Jun 11, 2024 to Jun 25, 2024
- Registered next
- Jun 16, 2024 to Jun 21, 2024
- Branch state
- FL
- Cities
- 1, most in North Palm Beach, Fl
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 16%
- Succession by the destination
- none on the tape