DFX Intelligence
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Team lift-out
3 advisors left S•• W••••• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dominik Elmasian | Palm Beach Gardens, Fl | Jan 26, 2021 | Feb 9, 2021 |
| Jeffrey Paul Kaufmann | Palm Beach Gardens, Fl | Feb 8, 2021 | Feb 9, 2021 |
| John Salvatore Tassone | Palm Beach Gardens, Fl | Feb 8, 2021 | Feb 9, 2021 |
The rule
- Registrations ended
- Jan 26, 2021 to Feb 8, 2021
- Registered next
- Feb 9, 2021
- Branch state
- FL
- Cities
- 1, most in Palm Beach Gardens, Fl
- Registered there that day
- 51 (people still on IAPD; an estimate)
- Share of that headcount
- 5.9%
- Succession by the destination
- none on the tape