DFX Intelligence
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Team lift-out
2 advisors left D•••••• F•••••••• D•••••• for I••••••••• A•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marla A Warner | Columbia, Sc | Dec 19, 2024 | Feb 9, 2026 |
| Stuart Alan Vaughn | Columbia, Sc | Dec 19, 2024 | Nov 22, 2024 |
The rule
- Registrations ended
- Dec 19, 2024
- Registered next
- Nov 22, 2024 to Feb 9, 2026
- Branch state
- SC
- Cities
- 1, most in Columbia, Sc
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape