DFX Intelligence
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Team lift-out
2 advisors left R••••• W••••• M••••••••• for 4••• G•••••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Morgan Aileen Hatfield | Tavares, Fl | Jan 7, 2021 | Dec 20, 2010 |
| Thomas Huey Ruggie | Tavares, Fl | Jan 7, 2021 | Nov 8, 2010 |
The rule
- Registrations ended
- Jan 7, 2021
- Registered next
- Nov 8, 2010 to Dec 20, 2010
- Branch state
- FL
- Cities
- 1, most in Tavares, Fl
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape