DFX Intelligence
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Team lift-out
2 advisors left A••••••• I••••••• S••••••• L•• for I••••••• A••••••• S•••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Mar 8, 2024 to Mar 15, 2024
- Registered next
- Mar 18, 2024 to Mar 22, 2024
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape