DFX Intelligence
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Team lift-out
2 advisors left G•••• V••••• A•••••• G••••• L•• for C•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ann M. Covington | Annapolis, Md | Jun 26, 2023 | Jun 26, 2023 |
| John Lawrence Grant | Annapolis, Md | Jun 26, 2023 | Apr 22, 2025 |
The rule
- Registrations ended
- Jun 26, 2023
- Registered next
- Jun 26, 2023 to Apr 22, 2025
- Branch state
- MD
- Cities
- 1, most in Annapolis, Md
- Registered there that day
- 133 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape