DFX Intelligence
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Team lift-out
2 advisors left C••••••••• W••••• for A••••••••• F•••••••• S•••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Michael Squires | Melbourne, Fl | Jul 1, 2020 | Jul 2, 2020 |
| John Anthony Melo | Melbourne, Fl | Jul 1, 2020 | Jul 1, 2020 |
The rule
- Registrations ended
- Jul 1, 2020
- Registered next
- Jul 1, 2020 to Jul 2, 2020
- Branch state
- FL
- Cities
- 1, most in Melbourne, Fl
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- none on the tape