DFX Intelligence
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Team lift-out
2 advisors left F••••••••• I••••••••• A••••••• L•• for R•• C••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carter Allan Lewis | Daphne, Al | Oct 30, 2024 | May 3, 2023 |
| Karen Ames Garner | Daphne, Al | Oct 30, 2024 | Oct 4, 2023 |
| Paul Edward Roberts | Daphne, Al | Oct 30, 2024 | May 2, 2023 |
The rule
- Registrations ended
- Oct 30, 2024
- Registered next
- May 3, 2023 to Oct 4, 2023
- Branch state
- AL
- Cities
- 1, most in Mobile, Al
- Registered there that day
- 195 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape