DFX Intelligence
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Team lift-out
2 advisors left B••••••• F• E•••••• • C••••••• I••••••••• for C••••••••• I••••••••• A•••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas C Tate | Mandeville, La | Jan 11, 2023 | Jan 9, 2023 |
| Richard S Danielson | Mandeville, La | Jan 11, 2023 | Jan 9, 2023 |
The rule
- Registrations ended
- Jan 11, 2023
- Registered next
- Jan 9, 2023
- Branch state
- LA
- Cities
- 1, most in Mandeville, La
- Registered there that day
- 384 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape