DFX Intelligence
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Team lift-out
2 advisors left P•••••• W••••• S••••••••• L••• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Galindo King | Jacksonville, Fl | Feb 6, 2024 | Dec 6, 2023 |
| Michael M. Mikonis | Jacksonville, Fl | Feb 6, 2024 | Dec 6, 2023 |
The rule
- Registrations ended
- Feb 6, 2024
- Registered next
- Dec 6, 2023
- Branch state
- FL
- Cities
- 1, most in Jacksonville, Fl
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape