DFX Intelligence
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Team lift-out
2 advisors left B••••••••• G•••• • A••••••••• for B••• W••••• A•••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jun 17, 2024
- Registered next
- Mar 19, 2024 to Jun 4, 2024
- Branch state
- FL
- Cities
- 1, most in Jacksonville, Fl
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape