DFX Intelligence
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Team lift-out
2 advisors left Z••• F••••••••• L•• for Z••• I••••••••• L••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Derek Brian Moore | Palm Beach Gardens, Fl | Dec 31, 2024 | Aug 27, 2024 |
| John Alexander Pestrichelli | West Palm Beach, Fl | Jan 2, 2025 | Aug 27, 2024 |
The rule
- Registrations ended
- Dec 31, 2024 to Jan 2, 2025
- Registered next
- Aug 27, 2024
- Branch state
- FL
- Cities
- 2, most in Palm Beach Gardens, 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