DFX Intelligence
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Team lift-out
2 advisors left G•• P•••••• W••••• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Greg Alan Willsey | Clearwater, Fl | Jul 13, 2018 | Mar 26, 2018 |
| Sandra Lee Nesbit | Clearwater, Fl | Jul 13, 2018 | Mar 26, 2018 |
The rule
- Registrations ended
- Jul 13, 2018
- Registered next
- Mar 26, 2018
- Branch state
- FL
- Cities
- 1, most in Clearwater, 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