DFX Intelligence
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Team lift-out
2 advisors left C••• P••••••• R••••••••• P••• A•••••••• L•• for E••••••• A•••••••
institutionaltoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carson David Pearlman | Fort Myers, Fl | Oct 6, 2021 | Jul 30, 2021 |
| Dennis Marc Pearlman | Fort Myers, Fl | Oct 6, 2021 | Jul 27, 2021 |
The rule
- Registrations ended
- Oct 6, 2021
- Registered next
- Jul 27, 2021 to Jul 30, 2021
- Branch state
- FL
- Cities
- 1, most in Fort Myers, 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