DFX Intelligence
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Team lift-out
2 advisors left G••••• F•••••••• P•••••• C••••••• I••• for D••••• K••• • A•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Martin Krug | Sarasota, Fl | Dec 31, 2019 | Jan 9, 2019 |
| Rocky Harold John Istvan | Sarasota, Fl | Dec 31, 2019 | Jan 9, 2019 |
The rule
- Registrations ended
- Dec 31, 2019
- Registered next
- Jan 9, 2019
- Branch state
- FL
- Cities
- 1, most in Sarasota, Fl
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape