DFX Intelligence
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Team lift-out
3 advisors left R•• C•••••• M••••••• L•• for W•••• F•••• A•••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bret Anthony Schertz | Finksburg, Md | May 28, 2026 | May 14, 2026 |
| Christopher Patrick Kelly | Baltimore, Md | May 28, 2026 | May 14, 2026 |
| Shannon L. Beauchamp | Elkridge, Md | May 28, 2026 | May 14, 2026 |
The rule
- Registrations ended
- May 28, 2026
- Registered next
- May 14, 2026
- Branch state
- MD
- Cities
- 3, most in Baltimore, Md
- Registered there that day
- 3,764 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape