DFX Intelligence
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Team lift-out
6 advisors left L•••••• I••••••••• for C•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Ara Sarafian | Tampa, Fl | Dec 8, 2022 | May 25, 2021 |
| Robert C Capuano | Tampa, Fl | Dec 8, 2022 | Sep 26, 2019 |
| Tyler Caldwell Curtis | Lutz, Fl | Dec 8, 2022 | Nov 13, 2014 |
| Tanner Jay Betts | Bonita Springs, Fl | Dec 16, 2022 | Sep 28, 2018 |
| Jose Gautier | Miami Beach, Fl | Dec 22, 2022 | Jul 30, 2018 |
| Michael J Garcia | Lutz, Fl | Jan 2, 2023 | Aug 1, 2022 |
The rule
- Registrations ended
- Dec 8, 2022 to Jan 2, 2023
- Registered next
- Nov 13, 2014 to Aug 1, 2022
- Branch state
- FL
- Cities
- 4, most in Lutz, Fl
- Registered there that day
- 798 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape