DFX Intelligence
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Team lift-out
2 advisors left G••••• F•••••••• P•••••• C••••••• I••• for I•••••••• I••••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elizabeth C Bertelsen | Sarasota, Fl | Apr 23, 2019 | Apr 22, 2019 |
| Trevor T Taylor | Sarasota, Fl | Apr 23, 2019 | Apr 22, 2019 |
The rule
- Registrations ended
- Apr 23, 2019
- Registered next
- Apr 22, 2019
- Branch state
- FL
- Cities
- 1, most in Sarasota, Fl
- Registered there that day
- 93 (people still on IAPD; an estimate)
- Share of that headcount
- 2.2%
- Succession by the destination
- none on the tape