DFX Intelligence
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Team lift-out
3 advisors left I•••••• W••••• L•• for N••••• W••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nancy Zehr | Stuart, Fl | Sep 30, 2024 | Jun 25, 2024 |
| Nelson Pereira | Naples, Fl | Sep 30, 2024 | Jun 28, 2024 |
The rule
- Registrations ended
- Sep 30, 2024
- Registered next
- Jun 25, 2024 to Jan 1, 2026
- Branch state
- FL
- Cities
- 2, most in N•••••, 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