DFX Intelligence
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Team lift-out
2 advisors left C••••• A•••• M••••••••• I••• for W•••••• M•••••• A•••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cary Devon Beard | Jul 23, 2018 | Jun 6, 2018 | |
| Dillon Andrew Cobb | Jul 23, 2018 | Jun 6, 2018 |
The rule
- Registrations ended
- Jul 23, 2018
- Registered next
- Jun 6, 2018
- Branch state
- not given
- Cities
- 1
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Apr 27, 2018), not necessarily this firm