DFX Intelligence
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Team lift-out
2 advisors left B••••••••• W••••• A•••••••• L•• for T•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lyndon Richard Harrison | Naples, Fl | Jun 15, 2021 | Jun 21, 2021 |
| Thomas Andersen | Naples, Fl | Jun 15, 2021 | Jun 18, 2021 |
The rule
- Registrations ended
- Jun 15, 2021
- Registered next
- Jun 18, 2021 to Jun 21, 2021
- Branch state
- FL
- Cities
- 1, most in Naples, Fl
- Registered there that day
- 159 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape