DFX Intelligence
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Team lift-out
2 advisors left G•••• P•••• A•••••••• L•• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Aug 21, 2024
- Registered next
- Aug 15, 2024 to Aug 20, 2024
- Branch state
- MD
- Cities
- 1, most in Rockville, Md
- Registered there that day
- 275 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape