DFX Intelligence
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Team lift-out
2 advisors left C•••• P•••• A••••••• L•• for B••••••• W••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Glen Edward Frost | Annapolis, Md | Feb 19, 2019 | Jun 17, 2019 |
| Joseph Thomas Hill | Edgewater, Md | Feb 19, 2019 | Jun 17, 2019 |
The rule
- Registrations ended
- Feb 19, 2019
- Registered next
- Jun 17, 2019
- Branch state
- MD
- Cities
- 2, most in Annapolis, Md
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape