DFX Intelligence
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Team lift-out
3 advisors left T•••••••• L•• for F••••• W••••• M••••••••• L•••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Christopher Spears | Sarasota, Fl | Dec 13, 2023 | Sep 27, 2023 |
| Katie Marie Gushen | Sarasota, Fl | Dec 13, 2023 | Sep 15, 2023 |
The rule
- Registrations ended
- Dec 13, 2023
- Registered next
- Sep 12, 2023 to Sep 27, 2023
- Branch state
- FL
- Cities
- 1, most in Sarasota, Fl
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 27%
- Succession by the destination
- none on the tape