DFX Intelligence
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Team lift-out
2 advisors left S••••••••• W••••• M••••••••• L•• for S••••• W••••• M•••••••••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Franklin Ramage | Clinton, Sc | Feb 22, 2024 | Dec 7, 2023 |
| John Jay Peay | Clinton, Sc | Feb 22, 2024 | Dec 7, 2023 |
The rule
- Registrations ended
- Feb 22, 2024
- Registered next
- Dec 7, 2023
- Branch state
- SC
- Cities
- 1, most in Clinton, Sc
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape