DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for P•••••••• A•••••• S•••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Gregory Dahl | St Petersburg, Fl | Jan 10, 2024 | Aug 20, 2024 |
| Catherine Emily Wanjiru Muturi | Fort Lauderdale, Fl | Jan 18, 2024 | Aug 14, 2024 |
The rule
- Registrations ended
- Jan 10, 2024 to Jan 18, 2024
- Registered next
- Aug 14, 2024 to Aug 20, 2024
- Branch state
- FL
- Cities
- 2, most in Tampa, Fl
- Registered there that day
- 5,256 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape