DFX Intelligence
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Team lift-out
3 advisors left M••••• S•••••• for R••••••••• C•••••• M•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colton C Outcalt | Boca Raton, Fl | Jan 21, 2020 | Jan 21, 2020 |
| Maureen Ann Hoover | Boca Raton, Fl | Jan 21, 2020 | Jan 17, 2020 |
| Steven A Rosenberg | Boca Raton, Fl | Jan 21, 2020 | Jan 21, 2020 |
The rule
- Registrations ended
- Jan 21, 2020
- Registered next
- Jan 17, 2020 to Jan 21, 2020
- Branch state
- FL
- Cities
- 1, most in Boca Raton, Fl
- Registered there that day
- 15,421 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape