DFX Intelligence
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Team lift-out
2 advisors left C••••• S••••• A•••••••• I••• for A•••• W••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin James Leblanc | Naples, Fl | Jun 22, 2023 | Mar 31, 2023 |
| Charles Gregory Majors | Defuniak Springs, Fl | Jun 27, 2023 | Apr 18, 2023 |
The rule
- Registrations ended
- Jun 22, 2023 to Jun 27, 2023
- Registered next
- Mar 31, 2023 to Apr 18, 2023
- Branch state
- FL
- Cities
- 2, most in Naples, Fl
- Registered there that day
- 20 (people still on IAPD; an estimate)
- Share of that headcount
- 10%
- Succession by the destination
- none on the tape