DFX Intelligence
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Team lift-out
2 advisors left G••••• F•••••••• P•••••• C••••••• I••• for A••••• P•••••• C••••••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gary Randall Preslar | Sarasota, Fl | Jun 12, 2017 | Nov 6, 2015 |
| Thomas Keith Kelly | Sarasota, Fl | Jun 12, 2017 | Jan 22, 2015 |
The rule
- Registrations ended
- Jun 12, 2017
- Registered next
- Jan 22, 2015 to Nov 6, 2015
- Branch state
- FL
- Cities
- 1, most in Sarasota, Fl
- Registered there that day
- 189 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape