DFX Intelligence
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Team lift-out
5 advisors left T•• A••••• G••••• L•• for A••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Brad Lowe | Homewood, Al | May 15, 2023 | Mar 31, 2023 |
| Jonathan Craig Walker | Homewood, Al | May 15, 2023 | Feb 27, 2023 |
The rule
- Registrations ended
- May 15, 2023
- Registered next
- Feb 27, 2023 to Mar 31, 2023
- Branch state
- AL
- Cities
- 1, most in Homewood, Al
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape