DFX Intelligence
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Team lift-out
2 advisors left W••••• P•••••••• L•• for M••••• G••••• A••••••• I•••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Stephen Frederick Cordasco | Naples, Fl | Jan 4, 2021 | Mar 31, 2022 |
| Timothy Frederick Joseph | Naples, Fl | Jan 4, 2021 | Mar 29, 2022 |
The rule
- Registrations ended
- Jan 4, 2021
- Registered next
- Mar 29, 2022 to Mar 31, 2022
- Branch state
- FL
- Cities
- 1, most in Naples, Fl
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape