DFX Intelligence
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Team lift-out
4 advisors left G••••• F•••••••• P•••••• C••••••• I••• for C•••••• F••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Eugene Moylan | Sarasota, Fl | Apr 26, 2019 | Oct 17, 2018 |
| Marissa Kay Waldron | Sarasota, Fl | Apr 26, 2019 | Dec 4, 2018 |
| Scott Michael Rinehart | Sarasota, Fl | Apr 26, 2019 | Oct 18, 2018 |
| Anna L Carlson | Sarasota, Fl | Apr 30, 2019 | Dec 5, 2018 |
The rule
- Registrations ended
- Apr 26, 2019 to Apr 30, 2019
- Registered next
- Oct 17, 2018 to Dec 5, 2018
- Branch state
- FL
- Cities
- 1, most in Sarasota, Fl
- Registered there that day
- 38 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape