DFX Intelligence
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Team lift-out
3 advisors left G•••• P•••• A•••••••• L•• for C••••••••• F•••••••• N••••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John David Orem | Rockville, Md | Sep 9, 2021 | Sep 8, 2021 |
| Mark Avallone | Rockville, Md | Sep 9, 2021 | Sep 8, 2021 |
| Trinity Elaine Grall | Rockville, Md | Sep 9, 2021 | Sep 8, 2021 |
The rule
- Registrations ended
- Sep 9, 2021
- Registered next
- Sep 8, 2021
- Branch state
- MD
- Cities
- 1, most in Rockville, Md
- Registered there that day
- 291 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape