DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for W••••• E••••••••• A••••••• S•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Tobin | Columbia, Md | May 1, 2024 | May 1, 2024 |
| Andrew Steven Fentress | Columbia, Md | May 1, 2024 | May 1, 2024 |
The rule
- Registrations ended
- May 1, 2024
- Registered next
- May 1, 2024
- Branch state
- MD
- Cities
- 2, most in Columbia, Md
- Registered there that day
- 5,614 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape