DFX Intelligence
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Team lift-out
2 advisors left M••••••• F•••••••• G••••• I••• for N•••••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Alan Newsome | Rockville, Md | Jul 2, 2018 | Jul 9, 2018 |
| Lance Dustin Newsome | Rockville, Md | Jul 2, 2018 | Jul 9, 2018 |
The rule
- Registrations ended
- Jul 2, 2018
- Registered next
- Jul 9, 2018
- Branch state
- MD
- Cities
- 1, most in Rockville, Md
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape