DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for T•••• W••••• P••••••• A•• M••••••••• I•••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kim Tejls Mortensen | Ponte Vedra Beach, Fl | Dec 31, 2016 | Jun 6, 2013 |
| William Richard Tomes | Ponte Verda Beach, Fl | Dec 31, 2016 | Jun 6, 2013 |
The rule
- Registrations ended
- Dec 31, 2016
- Registered next
- Jun 6, 2013
- Branch state
- FL
- Cities
- 2, most in Ponte Verda Beach, Fl
- Registered there that day
- 3,225 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape