DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for A••••••••• F•••••••• S•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Todd Gregory Roberts | Boyton Beach, Fl | Dec 11, 2023 | Dec 7, 2023 |
| John Edward Cassandra | Boynton Beach, Fl | Dec 14, 2023 | Dec 7, 2023 |
The rule
- Registrations ended
- Dec 11, 2023 to Dec 14, 2023
- Registered next
- Dec 7, 2023
- Branch state
- FL
- Cities
- 2, most in Boyton Beach, Fl
- Registered there that day
- 5,536 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape