DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for N•• E••• W•••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Louis Michael Bell | Palm Beach Gardens, Fl | May 12, 2022 | Apr 29, 2022 |
| Marc Shane Levitt | Orlando, Fl | May 12, 2022 | Apr 29, 2022 |
The rule
- Registrations ended
- May 12, 2022
- Registered next
- Apr 29, 2022
- Branch state
- FL
- Cities
- 2, most in Orlando, Fl
- Registered there that day
- 8,333 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape