DFX Intelligence
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Team lift-out
2 advisors left B•••• W•••••• L•• for C••••••••• F•••••••• P•••••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Aug 31, 2021
- Registered next
- Aug 31, 2021 to Sep 14, 2021
- Branch state
- FL
- Cities
- 1, most in Jacksonville, Fl
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape