DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for B•••• P•••• W••••• M•••••••••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Richard Beaudette | Naples, Fl | May 1, 2024 | Apr 10, 2024 |
| Jonathan Holden Harris | Naples, Fl | May 1, 2024 | Apr 10, 2024 |
The rule
- Registrations ended
- May 1, 2024
- Registered next
- Apr 10, 2024
- Branch state
- FL
- Cities
- 1, most in Naples, Fl
- Registered there that day
- 3,195 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape