DFX Intelligence
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Team lift-out
2 advisors left T••••••••• C•••••• L•• for W••••• P•• A•••••••• I•••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David George Szabo | Sarasota, Fl | Feb 27, 2020 | Jan 1, 2026 |
| Katherine T. Abernathy | Sarasota, Fl | Feb 27, 2020 | Mar 19, 2020 |
The rule
- Registrations ended
- Feb 27, 2020
- Registered next
- Mar 19, 2020 to Jan 1, 2026
- Branch state
- FL
- Cities
- 1, most in Sarasota, Fl
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape