DFX Intelligence
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Team lift-out
2 advisors left S••••• W••••• A•••••••• I••• for C••••••••• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Wallace Edward Sutton | Tampa, Fl | Jan 30, 2024 | Jan 12, 2024 |
| Zachary Edward Sutton | Tampa, Fl | Jan 30, 2024 | Jan 17, 2024 |
The rule
- Registrations ended
- Jan 30, 2024
- Registered next
- Jan 12, 2024 to Jan 17, 2024
- Branch state
- FL
- Cities
- 1, most in Tampa, 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