DFX Intelligence
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Team lift-out
2 advisors left G••••• F•••••••• P•••••• C••••••• I••• for A• W••••• M••••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael I Hepner | Sarasota, Fl | Jan 2, 2018 | Jan 8, 2018 |
| Derek Quinn Overstreet | Sarasota, Fl | Jan 10, 2018 | Jan 10, 2018 |
The rule
- Registrations ended
- Jan 2, 2018 to Jan 10, 2018
- Registered next
- Jan 8, 2018 to Jan 10, 2018
- Branch state
- FL
- Cities
- 1, most in Sarasota, Fl
- Registered there that day
- 162 (people still on IAPD; an estimate)
- Share of that headcount
- 1.2%
- Succession by the destination
- none on the tape