DFX Intelligence
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Team lift-out
2 advisors left O•••• W•••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kathie Herbst Okun | Towson, Md | Jul 30, 2026 | Jul 28, 2026 |
| Ryan Blane Pollard | Towson, Md | Jul 30, 2026 | Jul 28, 2026 |
The rule
- Registrations ended
- Jul 30, 2026
- Registered next
- Jul 28, 2026
- Branch state
- MD
- Cities
- 1, most in Towson, Md
- Registered there that day
- 8,016 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape