DFX Intelligence
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Team lift-out
2 advisors left O•••• I••••••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Matthew Tracy | Mobile, Al | Nov 30, 2022 | Dec 2, 2022 |
| Raymond Kip Reuter | Huntsville, Al | Nov 30, 2022 | Nov 30, 2022 |
The rule
- Registrations ended
- Nov 30, 2022
- Registered next
- Nov 30, 2022 to Dec 2, 2022
- Branch state
- AL
- Cities
- 2, most in Huntsville, Al
- Registered there that day
- 467 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape