DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for N•••••••• W••••• M••••••••• G••••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sean Thomas O'Keefe | Charleston, Sc | Oct 9, 2023 | Oct 3, 2023 |
| Joseph Laurens Nicholson | Charleston, Sc | Oct 11, 2023 | Oct 3, 2023 |
The rule
- Registrations ended
- Oct 9, 2023 to Oct 11, 2023
- Registered next
- Oct 3, 2023
- Branch state
- SC
- Cities
- 1, most in Charleston, Sc
- Registered there that day
- 2,543 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape