DFX Intelligence
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Team lift-out
2 advisors left L••••• W••••• M••••••••• L•• for I••••••••• D••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Darcy Jones Wadsworth | Summerland Key, Fl | Mar 1, 2019 | Jan 1, 2025 |
| Leslie Ann Valant | Big Pine Key, Fl | Mar 1, 2019 | Jan 3, 2019 |
The rule
- Registrations ended
- Mar 1, 2019
- Registered next
- Jan 3, 2019 to Jan 1, 2025
- Branch state
- FL
- Cities
- 2, most in Summerland Key, Fl
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape