DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left F•••••• F•••••••• A•••••••• L•• for F••••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cameron Alexander Shepherd | Tampa, Fl | Jan 30, 2024 | Apr 11, 2024 |
| Addison J Linn | Tampa, Fl | Feb 12, 2024 | Mar 12, 2024 |
The rule
- Registrations ended
- Jan 30, 2024 to Feb 12, 2024
- Registered next
- Mar 12, 2024 to Apr 11, 2024
- Branch state
- FL
- Cities
- 1, most in Tampa, Fl
- Registered there that day
- 228 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape