DFX Intelligence
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Team lift-out
2 advisors left B••••••••• F•••••••• M••••••••• ••• L•• for A•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason William Hersch | Tampa, Fl | Oct 26, 2024 | Oct 10, 2024 |
| Richard S Teitelbaum | Tampa, Fl | Oct 26, 2024 | Oct 10, 2024 |
The rule
- Registrations ended
- Oct 26, 2024
- Registered next
- Oct 10, 2024
- Branch state
- FL
- Cities
- 1, most in Tampa, Fl
- Registered there that day
- 26 (people still on IAPD; an estimate)
- Share of that headcount
- 7.7%
- Succession by the destination
- none on the tape