DFX Intelligence
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Team lift-out
2 advisors left T•• M••••••• F•••••••• G•••• L•• for S••••••••• A•••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Drew Gress | Towson, Md | May 31, 2019 | Sep 18, 2020 |
| Richard Hansford Dix | Towson, Md | May 31, 2019 | Sep 18, 2020 |
The rule
- Registrations ended
- May 31, 2019
- Registered next
- Sep 18, 2020
- Branch state
- MD
- Cities
- 1, most in Towson, Md
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape