DFX Intelligence
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Team lift-out
3 advisors left S••••••••• W••••• M••••••••• L•• for P•••••• 7• C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Reinstein | Greenville, Sc | Dec 31, 2020 | Jan 20, 2021 |
| Susan Greene Lockwood | Greenville, Sc | Dec 31, 2020 | Jan 15, 2021 |
| Todd Ille | Greenville, Sc | Dec 31, 2020 | Jan 8, 2021 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Jan 8, 2021 to Jan 20, 2021
- Branch state
- SC
- Cities
- 1, most in Greenville, Sc
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 27%
- Succession by the destination
- none on the tape