DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for ••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Caroline Jones Toniolo | Florence, Sc | Sep 25, 2023 | Sep 22, 2023 |
| Wendell Elmore Jones | Florence, Sc | Sep 25, 2023 | Sep 22, 2023 |
The rule
- Registrations ended
- Sep 25, 2023
- Registered next
- Sep 22, 2023
- Branch state
- SC
- Cities
- 1, most in Florence, Sc
- Registered there that day
- 19,568 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape