DFX Intelligence
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Team lift-out
2 advisors left E••••••• C•••••• L•• for A•••• I••••••••• G••••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kenneth Richard Smith | San Juan, Pr | Dec 31, 2022 | Jul 26, 2022 |
| Lee Albert Calfo | San Juan, Pr | Dec 31, 2022 | Jul 26, 2022 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Jul 26, 2022
- Branch state
- PR
- Cities
- 1, most in San Juan, Pr
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape