DFX Intelligence
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Team lift-out
2 advisors left I••••••••• F•••••••• S••••••••• L•• for S•••••••• F•••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Debra Jeanne Carmody | Fort Lauderdale, Fl | Sep 5, 2019 | Sep 13, 2019 |
| Eric Rogers Gaddy | Fort Lauderdale, Fl | Sep 5, 2019 | Sep 16, 2019 |
The rule
- Registrations ended
- Sep 5, 2019
- Registered next
- Sep 13, 2019 to Sep 16, 2019
- Branch state
- FL
- Cities
- 1, most in Fort Lauderdale, Fl
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape