DFX Intelligence
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Team lift-out
2 advisors left C•••••• A••••••• S•••••••• L•• for I••••••••• A•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nathan Edward White | Charleston, Sc | Aug 15, 2023 | May 25, 2023 |
| Richard Joseph Durkee | Charleston, Sc | Aug 15, 2023 | May 25, 2023 |
The rule
- Registrations ended
- Aug 15, 2023
- Registered next
- May 25, 2023
- Branch state
- SC
- Cities
- 1, most in Charleston, Sc
- Registered there that day
- 66 (people still on IAPD; an estimate)
- Share of that headcount
- 3.0%
- Succession by the destination
- none on the tape