DFX Intelligence
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Team lift-out
2 advisors left C••••• A••••••• G••••• L•• for I•• P•••••• W•••••• I•••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Bernard Plummer | Clearwater, Fl | Apr 16, 2018 | Apr 25, 2018 |
| Joseph Mccarrell Piszczor | Clearwater, Fl | Apr 16, 2018 | May 9, 2018 |
The rule
- Registrations ended
- Apr 16, 2018
- Registered next
- Apr 25, 2018 to May 9, 2018
- Branch state
- FL
- Cities
- 1, most in Clearwater, Fl
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 9.5%
- Succession by the destination
- none on the tape