DFX Intelligence
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Team lift-out
2 advisors left R•••• C•••••• A•••••••• L• for W•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Maurice Simon | Jacksonville, Fl | Nov 21, 2024 | Aug 6, 2024 |
| Wesley Petersen Martin | Jacksonville, Fl | Nov 21, 2024 | Aug 19, 2024 |
The rule
- Registrations ended
- Nov 21, 2024
- Registered next
- Aug 6, 2024 to Aug 19, 2024
- Branch state
- FL
- Cities
- 1, most in Jacksonville, Fl
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape