DFX Intelligence
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Team lift-out
2 advisors left W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C•••••• for W••••• W•••• A•••••••• I••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justin Jay Stanfill | Tampa, Fl | Jul 14, 2022 | Aug 11, 2022 |
| Robert Mark Cerrito | Tampa, Fl | Jul 14, 2022 | Aug 15, 2022 |
The rule
- Registrations ended
- Jul 14, 2022
- Registered next
- Aug 11, 2022 to Aug 15, 2022
- Branch state
- FL
- Cities
- 1, most in Tampa, Fl
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape