DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left K••••• A••••••• S•••••••• L•• for A••••••••• F•••••••• S•••••••• L••
othertonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan Christopher Beamer | Rockville, Md | Feb 9, 2017 | Feb 3, 2017 |
| Daniel Jared Cohen | Rockville, Md | Feb 9, 2017 | Jun 29, 2017 |
| Howard Lee Perlroth | Rockville, Md | Feb 9, 2017 | Feb 3, 2017 |
The rule
- Registrations ended
- Feb 9, 2017
- Registered next
- Feb 3, 2017 to Jun 29, 2017
- Branch state
- MD
- Cities
- 1, most in Rockville, Md
- Registered there that day
- 799 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape