DFX Intelligence
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Team lift-out
2 advisors left B•• I••••••••• A••••••• for M•••••• A••••••• G••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Mitchell Smith | Birmingham, Al | Sep 6, 2019 | Sep 5, 2019 |
| Joseph Christopher Mason | Birmingham, Al | Sep 6, 2019 | Sep 6, 2019 |
The rule
- Registrations ended
- Sep 6, 2019
- Registered next
- Sep 5, 2019 to Sep 6, 2019
- Branch state
- AL
- Cities
- 1, most in Birmingham, Al
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape