DFX Intelligence
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Team lift-out
4 advisors left T• R••• P•••• A••••••• S•••••••• I••• for T• R••• P•••• A••••••••• I•••
independent RIAtoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Ira Cohen | Owings Mills, Md | Feb 14, 2019 | Feb 14, 2019 |
| Adrianna Fornalczyk Caulder | Owings Mills, Md | Feb 14, 2019 | Feb 14, 2019 |
| Alena Valeriyevna Baranova | Owings Mills, Md | Feb 14, 2019 | Feb 14, 2019 |
| Thomas F Casperite | Baltimore, Md | Feb 14, 2019 | Feb 14, 2019 |
The rule
- Registrations ended
- Feb 14, 2019
- Registered next
- Feb 14, 2019
- Branch state
- MD
- Cities
- 2, most in Owings Mills, Md
- Registered there that day
- 309 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape