DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for I••••••••• A•••••• A•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Shane Robert Russell | Hilton Head Island, Sc | Apr 4, 2018 | Jan 7, 2025 |
| William Henry Brady | Hilton Head Island, Sc | Apr 4, 2018 | Apr 5, 2018 |
The rule
- Registrations ended
- Apr 4, 2018
- Registered next
- Apr 5, 2018 to Jan 7, 2025
- Branch state
- SC
- Cities
- 1, most in Hilton Head Island, Sc
- Registered there that day
- 1,374 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape