DFX Intelligence
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Team lift-out
2 advisors left L•••••• I••••••••• for C•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Wayne Robinson | Palm Beach Gardens, Fl | Oct 30, 2023 | Nov 8, 2020 |
| Patrick Thomas Logue | Palm Beach Gardens, Fl | Oct 30, 2023 | Sep 16, 2020 |
The rule
- Registrations ended
- Oct 30, 2023
- Registered next
- Sep 16, 2020 to Nov 8, 2020
- Branch state
- FL
- Cities
- 1, most in Palm Beach Gardens, Fl
- Registered there that day
- 829 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape