DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Angela Eileen Thames | Columbia, Sc | Apr 25, 2024 | Apr 19, 2024 |
| Jared Kyle Miller | Columbia, Sc | Apr 25, 2024 | Apr 19, 2024 |
| Katherine Ballentine Boylston | Columbia, Sc | Apr 25, 2024 | Apr 19, 2024 |
| Michael Thomas Peck | Pawleys Island, Sc | Apr 25, 2024 | Apr 19, 2024 |
The rule
- Registrations ended
- Apr 25, 2024
- Registered next
- Apr 19, 2024
- Branch state
- SC
- Cities
- 2, most in Columbia, Sc
- Registered there that day
- 13,668 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape