DFX Intelligence
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Team lift-out
2 advisors left B••••• F•••••• W••••• M••••••••• L•• for P•••••• C••••• S•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sharon Ifrach | Rockville, Md | Jul 24, 2020 | Jul 23, 2020 |
| Howard Friedman | Pikesville, Md | Jul 27, 2020 | Jul 23, 2020 |
The rule
- Registrations ended
- Jul 24, 2020 to Jul 27, 2020
- Registered next
- Jul 23, 2020
- Branch state
- MD
- Cities
- 2, most in Rockville, Md
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape