DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for R••••• F••••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony Phillip FelipeSilver Spring, MdAug 22, 2024Aug 16, 2024
Brandon ClarkSilver Spring, MdAug 22, 2024Aug 16, 2024
Frances Ann TolerSilver Spring, MdAug 22, 2024Aug 16, 2024
Gulielma Leonard FagerSilver Spring, MdAug 22, 2024Aug 16, 2024
The rule
Registrations ended
Aug 22, 2024
Registered next
Aug 16, 2024
Branch state
MD
Cities
1, most in Silver Spring, Md
Registered there that day
3,455 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of C•••••••• I••••••••• R••••••• A•••••••• I•••Other teams into R••••• F••••••••• L••