DFX Intelligence
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Team lift-out
2 advisors left R••••• I••••••••• A•••••••• I•• for P•••••• P•••••• W••••• M••••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gary Scott Ross | Palm Harbor, Fl | Aug 8, 2024 | Aug 8, 2024 |
| Robert Edward Marsh | Palm Harbor, Fl | Aug 8, 2024 | Aug 8, 2024 |
The rule
- Registrations ended
- Aug 8, 2024
- Registered next
- Aug 8, 2024
- Branch state
- FL
- Cities
- 1, most in Palm Harbor, Fl
- Registered there that day
- 57 (people still on IAPD; an estimate)
- Share of that headcount
- 3.5%
- Succession by the destination
- none on the tape