DFX Intelligence
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Team lift-out
5 advisors left B••••••••• W••••• M••••••••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Zachary Ivey | Birmingham, Al | Mar 19, 2024 | Oct 12, 2017 |
| David Shelley Lecompte | Birmingham, Al | Mar 19, 2024 | Sep 11, 2012 |
| Jeffrey Todd Mccormack | Birmingham, Al | Mar 19, 2024 | Sep 27, 2012 |
| Jennifer Wagner Sneed | Birmingham, Al | Mar 19, 2024 | Sep 26, 2013 |
| Jeris Burns Gaston | Birmingham, Al | Mar 19, 2024 | Sep 11, 2012 |
The rule
- Registrations ended
- Mar 19, 2024
- Registered next
- Sep 11, 2012 to Oct 12, 2017
- Branch state
- AL
- Cities
- 1, most in Birmingham, Al
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape