DFX Intelligence
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Team lift-out
2 advisors left R•• A•••••••• L•• for T•• W••••• B•••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Holt Worley | Vestavia Hills, Al | Sep 4, 2020 | May 21, 2020 |
| Jordan St Clair | Vestavia Hills, Al | Sep 4, 2020 | May 26, 2020 |
The rule
- Registrations ended
- Sep 4, 2020
- Registered next
- May 21, 2020 to May 26, 2020
- Branch state
- AL
- Cities
- 1, most in Vestavia Hills, Al
- Registered there that day
- 53 (people still on IAPD; an estimate)
- Share of that headcount
- 3.8%
- Succession by the destination
- none on the tape