DFX Intelligence
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Team lift-out
3 advisors left K••••• A•••••••• I••• for P•••••• W••••• M•••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christian Dietrich Searcy | Palm Beach Gardens, Fl | Jun 22, 2020 | Jun 26, 2020 |
| Katrina B Timmons | Ft Lauderdale, Fl | Jun 22, 2020 | Apr 30, 2021 |
| Melanie Martinez Mcdonald | Ft Lauderdale, Fl | Jun 22, 2020 | Jul 7, 2020 |
The rule
- Registrations ended
- Jun 22, 2020
- Registered next
- Jun 26, 2020 to Apr 30, 2021
- Branch state
- FL
- Cities
- 2, most in Ft Lauderdale, Fl
- Registered there that day
- 216 (people still on IAPD; an estimate)
- Share of that headcount
- 1.4%
- Succession by the destination
- a succession within a year (Jun 1, 2021), not necessarily this firm