DFX Intelligence
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Team lift-out
2 advisors left K•••• M••••••••• for C•••••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher M Maxey | Ponte Vedra Beach, Fl | Nov 22, 2022 | Nov 18, 2022 |
| Shawn Clark | Tampa, Fl | Nov 22, 2022 | Jan 11, 2023 |
The rule
- Registrations ended
- Nov 22, 2022
- Registered next
- Nov 18, 2022 to Jan 11, 2023
- Branch state
- FL
- Cities
- 1, most in Tampa, Fl
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape