DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left U••••• C•••••• F•••••••• A••••••• for C••••• A•••••• N••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Caroline Marie Girgis | Bethesda, Md | Oct 27, 2023 | Nov 1, 2017 |
| Dwayne Laverne Grady | Bethesda, Md | Oct 27, 2023 | Nov 1, 2017 |
The rule
- Registrations ended
- Oct 27, 2023
- Registered next
- Nov 1, 2017
- Branch state
- MD
- Cities
- 1, most in Bethesda, Md
- Registered there that day
- 223 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape