DFX Intelligence
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Team lift-out
2 advisors left C••••• I••••••••• A••••••• L•• for W•••• F•••• A•••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Bennett Turnbull | Lutherville, Md | Mar 15, 2024 | Mar 14, 2024 |
| Richard David Mercado | Lutherville, Md | Mar 19, 2024 | Mar 14, 2024 |
The rule
- Registrations ended
- Mar 15, 2024 to Mar 19, 2024
- Registered next
- Mar 14, 2024
- Branch state
- MD
- Cities
- 1, most in Gaithersburg, Md
- Registered there that day
- 6,150 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape