DFX Intelligence
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Team lift-out
5 advisors left E•••• V•••• W••••••• A••••••• for P••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ron W Henson | Winter Park, Fl | May 17, 2022 | Jun 20, 2022 |
| Bradley R Lacore | Winter Park, Fl | May 24, 2022 | Jun 20, 2022 |
| Gregory J Mendoza | Winter Park, Fl | May 24, 2022 | Jul 1, 2022 |
The rule
- Registrations ended
- May 17, 2022 to May 24, 2022
- Registered next
- Jun 15, 2022 to Jul 19, 2022
- Branch state
- FL
- Cities
- 1, most in Winter Park, Fl
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 42%
- Succession by the destination
- none on the tape