DFX Intelligence
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Team lift-out
2 advisors left M••••• P•••••• C•••••• G•••• for R•••••• W••••• A•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michelle Rey Lutein | West Palm Beach, Fl | Jul 1, 2022 | Jan 1, 2025 |
| Monte Ivan Resnick | West Palm Beach, Fl | Jul 1, 2022 | Jan 1, 2025 |
The rule
- Registrations ended
- Jul 1, 2022
- Registered next
- Jan 1, 2025
- Branch state
- FL
- Cities
- 1, most in West Palm Beach, Fl
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape