DFX Intelligence
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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 |
|---|---|---|---|
| Stefan Faiaz Satar | Tampa, Fl | Jun 14, 2024 | Aug 13, 2024 |
| Cameron Martin | Jacksonville, Fl | Jun 27, 2024 | Sep 10, 2025 |
The rule
- Registrations ended
- Jun 14, 2024 to Jun 27, 2024
- Registered next
- Aug 13, 2024 to Sep 10, 2025
- Branch state
- FL
- Cities
- 2, most in Tampa, Fl
- Registered there that day
- 271 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape