DFX Intelligence
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Team lift-out
3 advisors left F••••• N•••• F•••••• D•••••• I••••••••• for N•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ashley Melissa Wetzel | Washington, Dc | Oct 15, 2024 | Oct 4, 2024 |
| Elizabeth Ann Reed-Hoole | Washington, Dc | Oct 15, 2024 | Oct 4, 2024 |
| John Franklin Clardy | Washington, Dc | Oct 15, 2024 | Oct 4, 2024 |
The rule
- Registrations ended
- Oct 15, 2024
- Registered next
- Oct 4, 2024
- Branch state
- DC
- Cities
- 1, most in Washington, Dc
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 16%
- Succession by the destination
- none on the tape