DFX Intelligence
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Team lift-out
3 advisors left C•••••• G••••••• W••••• M••••••••• L•• for K••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bob Palmer Hodges | Naples, Fl | Jul 13, 2018 | May 6, 2020 |
| Michael Thomas Edwards | Miami, Fl | Jul 13, 2018 | Jul 11, 2018 |
| Stephen Rocco Facella | Fort Lauderdale, Fl | Jul 13, 2018 | Jul 5, 2018 |
The rule
- Registrations ended
- Jul 13, 2018
- Registered next
- Jul 5, 2018 to May 6, 2020
- Branch state
- FL
- Cities
- 3, most in Naples, Fl
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape