DFX Intelligence
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Team lift-out
2 advisors left K••••• A••••••• S•••••••• L•• for C••••••••• W•••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Samuel Offit | Columbia, Md | Oct 3, 2024 | Sep 30, 2024 |
| Laura Anika Sendldorfer | Columbia, Md | Oct 3, 2024 | Oct 9, 2024 |
The rule
- Registrations ended
- Oct 3, 2024
- Registered next
- Sep 30, 2024 to Oct 9, 2024
- Branch state
- MD
- Cities
- 1, most in Columbia, Md
- Registered there that day
- 1,195 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape