DFX Intelligence
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Team lift-out
2 advisors left S•• A•••••••• I••• for T•• M••••••• F•••••••• G•••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Drew Gress | Towson, Md | Sep 18, 2020 | Feb 28, 2018 |
| Richard Hansford Dix | Towson, Md | Sep 18, 2020 | Mar 1, 2018 |
The rule
- Registrations ended
- Sep 18, 2020
- Registered next
- Feb 28, 2018 to Mar 1, 2018
- Branch state
- MD
- Cities
- 1, most in Towson, Md
- Registered there that day
- 157 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape