DFX Intelligence
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Team lift-out
2 advisors left A••••••••• F•••••••• S•••••••• L•• for C••••••• W••••• A•••••••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colin Michael Callahan | Winter Park, Fl | Oct 1, 2021 | Oct 26, 2021 |
| Natalia Bellote Callahan | Winter Park, Fl | Oct 1, 2021 | Oct 25, 2021 |
The rule
- Registrations ended
- Oct 1, 2021
- Registered next
- Oct 25, 2021 to Oct 26, 2021
- Branch state
- FL
- Cities
- 1, most in Winter Park, Fl
- Registered there that day
- 9,919 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Jan 13, 2022), not necessarily this firm