DFX Intelligence
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Team lift-out
3 advisors left A• W••••• M••••••••• L•• for V••••• W•••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brianna L Cheesmond | Fort Meyers, Fl | Mar 31, 2021 | Jul 17, 2020 |
| Jason David Derosa | Fort Myers, Fl | Mar 31, 2021 | Jul 17, 2020 |
| Joshua John Storey | Venice, Fl | Mar 31, 2021 | Nov 4, 2020 |
The rule
- Registrations ended
- Mar 31, 2021
- Registered next
- Jul 17, 2020 to Nov 4, 2020
- Branch state
- FL
- Cities
- 2, most in Fort Myers, Fl
- Registered there that day
- 367 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape