DFX Intelligence
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Team lift-out
2 advisors left O••••• I••••••••• A••••••• L•• for S•••••••• A•••••••
independent RIAtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kyle Andrew Moore | Sarasota, Fl | Jun 19, 2024 | Jul 3, 2024 |
| David Alan Fowler | Sarasota, Fl | Jun 27, 2024 | Jul 9, 2024 |
The rule
- Registrations ended
- Jun 19, 2024 to Jun 27, 2024
- Registered next
- Jul 3, 2024 to Jul 9, 2024
- Branch state
- FL
- Cities
- 1, most in Sarasota, Fl
- Registered there that day
- 49 (people still on IAPD; an estimate)
- Share of that headcount
- 4.1%
- Succession by the destination
- none on the tape