DFX Intelligence
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Team lift-out
2 advisors left O•••• F•• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Feb 13, 2023 to Feb 21, 2023
- Registered next
- Feb 13, 2023 to Feb 22, 2023
- Branch state
- AL
- Cities
- 2, most in Montgomery, Al
- Registered there that day
- 1,071 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape