DFX Intelligence
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Team lift-out
2 advisors left T•• F•••••••• A••••••• for W••••• I••••••••• N••••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anna Flasch Wolford | Greenville, Sc | May 1, 2026 | Mar 31, 2026 |
| Steven Wayne Tolleson | Spartanburg, Sc | May 1, 2026 | Mar 31, 2026 |
The rule
- Registrations ended
- May 1, 2026
- Registered next
- Mar 31, 2026
- Branch state
- SC
- Cities
- 2, most in Greenville, Sc
- Registered there that day
- 45 (people still on IAPD; an estimate)
- Share of that headcount
- 4.4%
- Succession by the destination
- none on the tape