DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for A•••• • A••••••• G••••• P•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alec Spencer Lowell | Ft Lauderdale, Fl | Dec 22, 2021 | Jan 10, 2022 |
| Marti M Latour | Ft Lauderdale, Fl | Dec 22, 2021 | Jan 24, 2023 |
The rule
- Registrations ended
- Dec 22, 2021
- Registered next
- Jan 10, 2022 to Jan 24, 2023
- Branch state
- FL
- Cities
- 1, most in Ft Lauderdale, Fl
- Registered there that day
- 12,634 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Sep 30, 2022), not necessarily this firm