DFX Intelligence
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Team lift-out
3 advisors left L•• F•••••••• L•• for I••••••••• F•••••••• P•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad Speziale | Boca Raton, Fl | Apr 22, 2019 | Mar 27, 2019 |
| Maziar Monshi | Boca Raton, Fl | Apr 22, 2019 | Mar 29, 2019 |
| Scott Anthony Lanza | Boca Raton, Fl | Apr 22, 2019 | Mar 29, 2019 |
The rule
- Registrations ended
- Apr 22, 2019
- Registered next
- Mar 27, 2019 to Mar 29, 2019
- Branch state
- FL
- Cities
- 1, most in Boca Raton, Fl
- Registered there that day
- 8,450 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Oct 15, 2018), not necessarily this firm