DFX Intelligence
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Team lift-out
2 advisors left M••••• C•••••• M••••••••• C•• for M••••• C•••••• A•••••••• L••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kristof Wild | Mt Pleasant, Sc | Dec 31, 2021 | Jan 6, 2022 |
| Peter Anthony Montalbano | Mt Pleasant, Sc | Dec 31, 2021 | Jan 12, 2022 |
The rule
- Registrations ended
- Dec 31, 2021
- Registered next
- Jan 6, 2022 to Jan 12, 2022
- Branch state
- SC
- Cities
- 1, most in Mt Pleasant, Sc
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape