DFX Intelligence
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Team lift-out
3 advisors left G••••• S•••• W••••• M••••••••• L•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew James Smith | Powell, Wy | Jul 10, 2024 | Jul 11, 2024 |
| Kari Marie Raglione-Tissot | Powell, Wy | Jul 10, 2024 | Jul 11, 2024 |
The rule
- Registrations ended
- Jul 10, 2024
- Registered next
- Jul 2, 2024 to Jul 11, 2024
- Branch state
- WY
- Cities
- 1, most in Powell, Wy
- Registered there that day
- 44 (people still on IAPD; an estimate)
- Share of that headcount
- 6.8%
- Succession by the destination
- none on the tape