DFX Intelligence
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Team lift-out
3 advisors left 2•••• C•••••• M••••••••• I•• for P•••• C•••••• F••••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Byron Mermilliod | Winter Park, Fl | Dec 31, 2022 | Mar 11, 2022 |
| Thomas Benjiman Carreras | West Palm Beach, Fl | Dec 31, 2022 | May 5, 2022 |
| William Patrick Carey | Pompano Beach, Fl | Dec 31, 2022 | Mar 11, 2022 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Mar 11, 2022 to May 5, 2022
- Branch state
- FL
- Cities
- 3, most in Pompano Beach, Fl
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape