DFX Intelligence
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Team lift-out
3 advisors left S••••••••• A••••••• G••••• L•• for S••••••••• T•••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Allan Ackermann | Clermont, Fl | Jul 31, 2023 | Jun 28, 2023 |
| Todd William Ackermann | Clermont, Fl | Jul 31, 2023 | Jun 28, 2023 |
| Jacob Benjamin Ekkens | Clermont, Fl | Aug 1, 2023 | Jun 28, 2023 |
The rule
- Registrations ended
- Jul 31, 2023 to Aug 1, 2023
- Registered next
- Jun 28, 2023
- Branch state
- FL
- Cities
- 1, most in Clermont, Fl
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape