DFX Intelligence
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Team lift-out
3 advisors left B•• P•••• W••••• for C•••• W•••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elizabeth Grace Gillette | Annapolis, Md | Dec 31, 2023 | Nov 11, 2024 |
| Jacob Watson Sadler | Annapolis, Md | Dec 31, 2023 | Jan 2, 2024 |
| James Scott Kantowski | Annapolis, Md | Dec 31, 2023 | Jan 2, 2024 |
| Lyn Ann Dippel | Annapolis, Md | Dec 31, 2023 | Nov 11, 2024 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Jan 2, 2024 to Nov 11, 2024
- Branch state
- MD
- Cities
- 1, most in Annapolis, Md
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape