DFX Intelligence
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Team lift-out
2 advisors left S••••••••• P•••••• W••••• A••••••• L•• for S•• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Salvatore Tassone | Naples, Fl | Sep 10, 2018 | Jun 14, 2018 |
| Tate Haire | Naples, Fl | Sep 10, 2018 | Jun 20, 2018 |
The rule
- Registrations ended
- Sep 10, 2018
- Registered next
- Jun 14, 2018 to Jun 20, 2018
- Branch state
- FL
- Cities
- 1, most in Naples, 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