DFX Intelligence
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Team lift-out
2 advisors left V•••• C•••••• P•••••••• L•• for T•• P•••••• F•••••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Roger Sudhir Desai | Columbia, Md | Oct 7, 2020 | Oct 1, 2020 |
| Wayne D Green | Elkridge, Md | Oct 16, 2020 | Oct 7, 2020 |
The rule
- Registrations ended
- Oct 7, 2020 to Oct 16, 2020
- Registered next
- Oct 1, 2020 to Oct 7, 2020
- Branch state
- MD
- Cities
- 2, most in Columbia, Md
- Registered there that day
- 31 (people still on IAPD; an estimate)
- Share of that headcount
- 6.5%
- Succession by the destination
- none on the tape