DFX Intelligence
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Team lift-out
2 advisors left I• A••••••• S•••••••• I••• for S••••• M•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joyce Michele Cool | La Plata, Md | Nov 4, 2024 | Nov 1, 2024 |
| Robert Thomas Ramos | La Plata, Md | Nov 4, 2024 | Nov 1, 2024 |
The rule
- Registrations ended
- Nov 4, 2024
- Registered next
- Nov 1, 2024
- Branch state
- MD
- Cities
- 1, most in La Plata, Md
- Registered there that day
- 181 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape