DFX Intelligence
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Team lift-out
2 advisors left R••••• A••••••• G•••• for A••••••• S••••••• N••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew C Schorr | Port Orange, Fl | Mar 27, 2023 | Jan 30, 2023 |
| Robert Leonard Kennerson | Port Orange, Fl | Mar 27, 2023 | Jan 31, 2023 |
The rule
- Registrations ended
- Mar 27, 2023
- Registered next
- Jan 30, 2023 to Jan 31, 2023
- Branch state
- FL
- Cities
- 1, most in Port Orange, Fl
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape