DFX Intelligence
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Team lift-out
2 advisors left P•••••••• M•••••• L•• for A•••••••• C•••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Corey J Cyr | Port Charlotte, Fl | Jan 2, 2025 | Jun 6, 2023 |
| Jeffrey Jozsef Tamas | Bonita Springs, Fl | Jan 2, 2025 | Jun 2, 2023 |
The rule
- Registrations ended
- Jan 2, 2025
- Registered next
- Jun 2, 2023 to Jun 6, 2023
- Branch state
- FL
- Cities
- 2, most in Bonita Springs, Fl
- Registered there that day
- 65 (people still on IAPD; an estimate)
- Share of that headcount
- 3.1%
- Succession by the destination
- none on the tape