DFX Intelligence
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Team lift-out
2 advisors left C•••••• A••••••• for B•• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Milo Overstreet | Carlsbad, Nm | Nov 4, 2022 | Jul 11, 2022 |
| Lyle Harley Cole | Carlsbad, Nm | Nov 4, 2022 | Jul 8, 2022 |
The rule
- Registrations ended
- Nov 4, 2022
- Registered next
- Jul 8, 2022 to Jul 11, 2022
- Branch state
- NM
- Cities
- 1, most in Carlsbad, Nm
- Registered there that day
- 609 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape