DFX Intelligence
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Team lift-out
2 advisors left R•• P••••••• S••••••••• I••• for W•••••• I••••••••• S•••••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Flavia Dolores Lo Coco | Henderson, Nv | Dec 11, 2020 | Nov 13, 2020 |
| James Ronald Lo Coco | Henderson, Nv | Dec 11, 2020 | Nov 13, 2020 |
The rule
- Registrations ended
- Dec 11, 2020
- Registered next
- Nov 13, 2020
- Branch state
- NV
- Cities
- 1, most in Henderson, Nv
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape