DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for M•••••• W••••• M••••••••• I•••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Christopher Brown | Potomac, Md | Jul 10, 2025 | Jun 27, 2025 |
| Laura Dean Perkins Markoff | Potomac, Md | Jul 10, 2025 | Jun 27, 2025 |
| Heather Mcgolerick | Potomac, Md | Jul 11, 2025 | Jun 27, 2025 |
The rule
- Registrations ended
- Jul 10, 2025 to Jul 11, 2025
- Registered next
- Jun 27, 2025
- Branch state
- MD
- Cities
- 1, most in Potomac, Md
- Registered there that day
- 3,222 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape