DFX Intelligence
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Team lift-out
2 advisors left F••••••••• I••••••••• A••••••• L•• for R•• C••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Oct 30, 2024
- Registered next
- May 2, 2023 to Oct 6, 2023
- Branch state
- FL
- Cities
- 1, most in Pensacola, Fl
- Registered there that day
- 195 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape