DFX Intelligence
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Team lift-out
3 advisors left M••••••• F•••••••• G••••• I••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cathryn A Cato | Mt Pleasant, Sc | Jul 16, 2025 | May 19, 2025 |
| Raymond Bennett Firestone | Mt Pleasant, Sc | Jul 16, 2025 | May 19, 2025 |
| Robert Edward Philbeck | Mt Pleasant, Sc | Jul 16, 2025 | May 19, 2025 |
The rule
- Registrations ended
- Jul 16, 2025
- Registered next
- May 19, 2025
- Branch state
- SC
- Cities
- 1, most in Mt Pleasant, Sc
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 27%
- Succession by the destination
- none on the tape