DFX Intelligence
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Team lift-out
2 advisors left P•••••• W••••• P•••••••• L•• for L•• F•••••••• L••
state registeredtoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gene Alan Potes | Charleston, Sc | Oct 16, 2025 | Sep 17, 2025 |
| Julie Anne Saunders | Summerville, Sc | Oct 16, 2025 | Sep 17, 2025 |
The rule
- Registrations ended
- Oct 16, 2025
- Registered next
- Sep 17, 2025
- Branch state
- SC
- Cities
- 1, most in Summerville, Sc
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape