DFX Intelligence
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Team lift-out
6 advisors left K••••• A••••••• S•••••••• L•• for B••••• M••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew T Cook | Timonium, Md | May 20, 2025 | Feb 13, 2025 |
| Brett T Holmes | Timonium, Md | May 20, 2025 | Feb 13, 2025 |
| David Lee Berman | Timonium, Md | May 20, 2025 | Feb 13, 2025 |
| John Joseph Mcaleer | Timonium, Md | May 20, 2025 | Feb 13, 2025 |
| Melanie Dee Hagan | Timonium, Md | May 20, 2025 | Feb 13, 2025 |
| Patrick Joseph Monaghan | Timonium, Md | May 20, 2025 | Feb 13, 2025 |
The rule
- Registrations ended
- May 20, 2025
- Registered next
- Feb 13, 2025
- Branch state
- MD
- Cities
- 1, most in Timonium, Md
- Registered there that day
- 1,233 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape