DFX Intelligence
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Team lift-out
2 advisors left C•• N•••••• L•• for C•• A•••• M••••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Blake London | Naples, Fl | Dec 31, 2022 | Jan 1, 2026 |
| Kimberly Ruth Key | Naples, Fl | Dec 31, 2022 | Feb 25, 2021 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Feb 25, 2021 to Jan 1, 2026
- Branch state
- FL
- Cities
- 1, most in N•••••, Fl
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape