DFX Intelligence
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Team lift-out
2 advisors left A• W••••• M••••••••• L•• for A•••••••• C•••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Mitchell Davies | Greenville, Sc | Dec 10, 2024 | Dec 10, 2024 |
| Stewart Swinton Smith | Greenville, Sc | Dec 10, 2024 | Dec 9, 2024 |
The rule
- Registrations ended
- Dec 10, 2024
- Registered next
- Dec 9, 2024 to Dec 10, 2024
- Branch state
- SC
- Cities
- 1, most in Greenville, Sc
- Registered there that day
- 404 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape