DFX Intelligence
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Team lift-out
2 advisors left S••••••• T•••• F•••••••• P••••••• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Len Gionfriddo | Sarasota, Fl | Mar 1, 2022 | Jan 13, 2022 |
| Mark Demosthenes Generales | Bonita Springs, Fl | Mar 1, 2022 | Mar 10, 2022 |
The rule
- Registrations ended
- Mar 1, 2022
- Registered next
- Jan 13, 2022 to Mar 10, 2022
- Branch state
- FL
- Cities
- 2, most in Sarasota, Fl
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape