DFX Intelligence
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Team lift-out
2 advisors left G••••• F•••••••• P•••••• C••••••• I••• for H••••• B••••• S••••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Casey Bailey Weade | Sarasota, Fl | Apr 13, 2017 | Mar 6, 2019 |
| Marshal Neil Johnson | Sarasota, Fl | Apr 13, 2017 | Mar 6, 2019 |
The rule
- Registrations ended
- Apr 13, 2017
- Registered next
- Mar 6, 2019
- Branch state
- FL
- Cities
- 1, most in Sarasota, Fl
- Registered there that day
- 203 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape