DFX Intelligence
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Team lift-out
2 advisors left S••••• W••••• P•••••••• L•• for F•••••••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Evan Janson | Orlando, Fl | Oct 8, 2024 | Oct 28, 2024 |
| Kristiana Joy Daniels | Orlando, Fl | Oct 9, 2024 | Oct 9, 2024 |
The rule
- Registrations ended
- Oct 8, 2024 to Oct 9, 2024
- Registered next
- Oct 9, 2024 to Oct 28, 2024
- Branch state
- FL
- Cities
- 1, most in Orlando, Fl
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape