DFX Intelligence
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Team lift-out
2 advisors left A••••••• F•••••••• S•••••••• I••• for W••••••••• C•••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carol M Ashmen | Towson, Md | Dec 4, 2024 | May 9, 2024 |
| Craig Guy Fischer | Towson, Md | Dec 4, 2024 | May 6, 2024 |
The rule
- Registrations ended
- Dec 4, 2024
- Registered next
- May 6, 2024 to May 9, 2024
- Branch state
- MD
- Cities
- 1, most in Towson, Md
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape