DFX Intelligence
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Team lift-out
5 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Scott Frank | Lutherville, Md | Oct 23, 2024 | Oct 18, 2024 |
| Lukas K Mihailovich | Lutherville, Md | Oct 23, 2024 | Oct 18, 2024 |
| Mark A Dawson | Lutherville, Md | Oct 23, 2024 | Oct 18, 2024 |
| Matthew Adam Klatsky | Lutherville, Md | Oct 23, 2024 | Oct 18, 2024 |
| Michael Grossman | Lutherville, Md | Oct 23, 2024 | Oct 18, 2024 |
The rule
- Registrations ended
- Oct 23, 2024
- Registered next
- Oct 18, 2024
- Branch state
- MD
- Cities
- 1, most in Lutherville, Md
- Registered there that day
- 13,602 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape