DFX Intelligence
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Team lift-out
2 advisors left A•••••• C•••••• P••••••• L•• for M•••• • C••••• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian J Cotroneo | Ponte Vedra Beach, Fl | Jul 5, 2023 | Jul 5, 2023 |
| Matthew James Johnson | Naples, Fl | Jul 5, 2023 | Jul 5, 2023 |
The rule
- Registrations ended
- Jul 5, 2023
- Registered next
- Jul 5, 2023
- Branch state
- FL
- Cities
- 2, most in Naples, 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