DFX Intelligence
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Team lift-out
2 advisors left S•••• C•••• C•••••• M••••••••• L•• for M•••• F•••••••• A•••••••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Vernon | Boca Raton, Fl | Apr 4, 2022 | Jan 20, 2022 |
| Timothy James Ralph | Boca Raton, Fl | Apr 4, 2022 | Jan 19, 2022 |
The rule
- Registrations ended
- Apr 4, 2022
- Registered next
- Jan 19, 2022 to Jan 20, 2022
- Branch state
- FL
- Cities
- 1, most in Boca Raton, Fl
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape