DFX Intelligence
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Team lift-out
2 advisors left G•••••••• C•••••• M••••••••• for S•••••••• C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barry Jay Kyte | Mount Pleasant, Sc | Aug 18, 2021 | May 9, 2021 |
| William Fred Gunderson | Mount Pleasant, Sc | Aug 18, 2021 | May 9, 2021 |
The rule
- Registrations ended
- Aug 18, 2021
- Registered next
- May 9, 2021
- Branch state
- SC
- Cities
- 1, most in Mount Pleasant, Sc
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape