DFX Intelligence
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Team lift-out
2 advisors left T• R••• P•••• A••••••• S•••••••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Edward L. Gray | Owings Mills, Md | Jul 19, 2021 | Aug 6, 2021 |
| Matthew Gue | Owings Mills, Md | Jul 19, 2021 | Sep 1, 2021 |
The rule
- Registrations ended
- Jul 19, 2021
- Registered next
- Aug 6, 2021 to Sep 1, 2021
- Branch state
- MD
- Cities
- 1, most in Owings Mills, Md
- Registered there that day
- 300 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape