DFX Intelligence
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Team lift-out
3 advisors left M••••• A•••••••• L•• for M•••••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas Daniel Coe | Annapolis, Md | Mar 13, 2024 | Mar 13, 2024 |
| Gregory James Karanzalis | Annapolis, Md | Mar 13, 2024 | Mar 13, 2024 |
| Kevin M Peterson | Annapolis, Md | Mar 13, 2024 | Mar 20, 2024 |
The rule
- Registrations ended
- Mar 13, 2024
- Registered next
- Mar 13, 2024 to Mar 20, 2024
- Branch state
- MD
- Cities
- 1, most in Annapolis, Md
- Registered there that day
- 141 (people still on IAPD; an estimate)
- Share of that headcount
- 2.1%
- Succession by the destination
- none on the tape