DFX Intelligence
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Team lift-out
2 advisors left L••••••• K•• F•••••••• G••••• L•• for T•••• W••••• P••••••• A•• M••••••••• I•••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Douglas Meldahl | Bradenton, Fl | Dec 31, 2021 | Nov 19, 2021 |
| Reid T Winder | Palmetto, Fl | Dec 31, 2021 | Nov 19, 2021 |
The rule
- Registrations ended
- Dec 31, 2021
- Registered next
- Nov 19, 2021
- Branch state
- FL
- Cities
- 2, most in Palmetto, 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