DFX Intelligence
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Team lift-out
4 advisors left C•••••• S••••• • C••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron Chao | Sarasota, Fl | Apr 20, 2022 | Jul 12, 2022 |
| Dana Gillette | St Petersburg, Fl | Apr 21, 2022 | Jul 21, 2022 |
| Jessica Best | Boca Raton, Fl | Apr 29, 2022 | Jul 14, 2022 |
| Emily Lynn Kramer | Orlando, Fl | May 3, 2022 | Jun 27, 2022 |
The rule
- Registrations ended
- Apr 20, 2022 to May 3, 2022
- Registered next
- Jun 27, 2022 to Jul 21, 2022
- Branch state
- FL
- Cities
- 4, most in Sarasota, Fl
- Registered there that day
- 4,434 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape