DFX Intelligence
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Team lift-out
3 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for C•••••• F•••••••• A••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Michael O'Neill | Bradenton, Fl | Nov 4, 2022 | Jan 10, 2025 |
| Trevor K Shultz | St Petersburg, Fl | Nov 4, 2022 | Nov 8, 2022 |
| William Anthony Root | Bradenton, Fl | Nov 4, 2022 | Dec 22, 2022 |
The rule
- Registrations ended
- Nov 4, 2022
- Registered next
- Nov 8, 2022 to Jan 10, 2025
- Branch state
- FL
- Cities
- 2, most in Bradenton, Fl
- Registered there that day
- 3,202 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape