DFX Intelligence
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Team lift-out
2 advisors left S•••• F•••••••• S••••••••• G••••• L•• for A• W••••• M••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Kai Jesiolowski | Madison, Ms | Mar 31, 2022 | Apr 4, 2022 |
| Joshua Harrison Taffer | Madison, Ms | Mar 31, 2022 | Apr 4, 2022 |
The rule
- Registrations ended
- Mar 31, 2022
- Registered next
- Apr 4, 2022
- Branch state
- MS
- Cities
- 1, most in Madison, Ms
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape