DFX Intelligence
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Team lift-out
2 advisors left T•• S•••••••• F•••••••• A••••••• for G••••••• W••••• M•••••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Allen Wales | Clemson, Sc | Dec 31, 2025 | Dec 16, 2025 |
| Lindsay Renee May | Clemson, Sc | Dec 31, 2025 | Dec 16, 2025 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Dec 16, 2025
- Branch state
- SC
- Cities
- 1, most in Clemson, Sc
- Registered there that day
- 58 (people still on IAPD; an estimate)
- Share of that headcount
- 3.4%
- Succession by the destination
- none on the tape