DFX Intelligence
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Team lift-out
2 advisors left G••••• • L••••••• L•• for T•• F••••• F•••••••• G••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David C Lehmann | Baltimore, Md | Nov 2, 2020 | Feb 8, 2023 |
| Sandra V. Geller | Baltimore, Md | Nov 2, 2020 | Feb 8, 2023 |
The rule
- Registrations ended
- Nov 2, 2020
- Registered next
- Feb 8, 2023
- Branch state
- MD
- Cities
- 1, most in Baltimore, Md
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape