DFX Intelligence
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Team lift-out
2 advisors left S••••••• for R•••••• J•••• • A••••••••• I•••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Julie Grice | Ridgeland, Ms | Jul 31, 2023 | Jul 19, 2023 |
| Kaleb Lovertich | Ridgeland, Ms | Jul 31, 2023 | Jul 19, 2023 |
The rule
- Registrations ended
- Jul 31, 2023
- Registered next
- Jul 19, 2023
- Branch state
- MS
- Cities
- 1, most in Ridgeland, Ms
- Registered there that day
- 202 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape