DFX Intelligence
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Team lift-out
2 advisors left M•••• W••••• M••••••••• L•• for K••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lori Mezzetti | Florida, Ny | Dec 10, 2024 | Nov 19, 2024 |
| Luis A Neely | Florida, Ny | Dec 10, 2024 | Nov 19, 2024 |
The rule
- Registrations ended
- Dec 10, 2024
- Registered next
- Nov 19, 2024
- Branch state
- NY
- Cities
- 1, most in Florida, Ny
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape