DFX Intelligence
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Team lift-out
2 advisors left U••••• A••••••• for A•••• P•••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alfred Frank Cassinelli | Stevensville, Md | Apr 13, 2018 | Apr 2, 2018 |
| George Blunt Breeden | Annapolis, Md | Apr 13, 2018 | Apr 4, 2018 |
The rule
- Registrations ended
- Apr 13, 2018
- Registered next
- Apr 2, 2018 to Apr 4, 2018
- Branch state
- MD
- Cities
- 2, most in Stevensville, Md
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape