DFX Intelligence
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Team lift-out
2 advisors left B•• I••••••••• M••••••••• L•• for F••••••••• A•••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Paul Massey | Vero Beach, Fl | Mar 18, 2024 | May 26, 2026 |
| William Edward Romans | Vero Beach, Fl | Mar 18, 2024 | Apr 15, 2026 |
The rule
- Registrations ended
- Mar 18, 2024
- Registered next
- Apr 15, 2026 to May 26, 2026
- Branch state
- FL
- Cities
- 1, most in Vero Beach, Fl
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape