DFX Intelligence
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Team lift-out
2 advisors left G•••• P•••• A•••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carl Owen Bass | Rockville, Md | Sep 12, 2024 | Sep 12, 2024 |
| Todd Lee Adams | Rockville, Md | Sep 12, 2024 | Sep 19, 2024 |
The rule
- Registrations ended
- Sep 12, 2024
- Registered next
- Sep 12, 2024 to Sep 19, 2024
- Branch state
- MD
- Cities
- 1, most in Rockville, Md
- Registered there that day
- 270 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape