DFX Intelligence
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Team lift-out
3 advisors left K••••• A••••••• S•••••••• L•• for G••••• P•••••• W••••• A••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jun 24, 2022
- Registered next
- Jun 23, 2022 to Jan 1, 2025
- Branch state
- OK
- Cities
- 2, most in Ada, Ok
- Registered there that day
- 1,095 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape