DFX Intelligence
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Team lift-out
2 advisors left C••••••••• W••••• for G•••• V••••• A•••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Michael Koury | Lake Mary, Fl | May 9, 2018 | Apr 30, 2018 |
| Robert Michael Georgiou | Lake Mary, Fl | May 9, 2018 | Apr 30, 2018 |
The rule
- Registrations ended
- May 9, 2018
- Registered next
- Apr 30, 2018
- Branch state
- FL
- Cities
- 1, most in Lake Mary, Fl
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape