DFX Intelligence
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Team lift-out
2 advisors left R••••• W• B•••• • C•• I••••••••• for A•••••• A••••••• S•••••••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Evan Robin Guido | Sarasota, Fl | Nov 29, 2018 | Nov 15, 2018 |
| Jamie Beth Zinkhan | Sarasota, Fl | Nov 29, 2018 | Nov 15, 2018 |
The rule
- Registrations ended
- Nov 29, 2018
- Registered next
- Nov 15, 2018
- Branch state
- FL
- Cities
- 1, most in Sarasota, Fl
- Registered there that day
- 1,256 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- a succession within a year (Nov 1, 2019), not necessarily this firm