DFX Intelligence
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Team lift-out
2 advisors left S••••••• T•••• F•••••••• P••••••• for M•••• • C••••• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Paul Cooper | Sarasota, Fl | Mar 1, 2022 | Oct 17, 2007 |
| Marc Steven Wolff | Sarasota, Fl | Mar 3, 2022 | Oct 17, 2007 |
The rule
- Registrations ended
- Mar 1, 2022 to Mar 3, 2022
- Registered next
- Oct 17, 2007
- Branch state
- FL
- Cities
- 1, 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