DFX Intelligence
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Team lift-out
2 advisors left S••••• A••••••• I••• for S••••• • R••••• F•••••••• S•••••••• I•••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Keith John Storms | Birmingham, Al | Mar 26, 2025 | Mar 24, 2025 |
| Wade Lee Rowdon | Birmingham, Al | Mar 26, 2025 | Mar 24, 2025 |
The rule
- Registrations ended
- Mar 26, 2025
- Registered next
- Mar 24, 2025
- Branch state
- AL
- Cities
- 1, most in Birmingham, Al
- Registered there that day
- 237 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape